Document Management

You can use Vista™'s Document Management module to add documents to the system.

You can attach documents to specific data records or store them in the system without associating them to data records. The term document can include scanned documents, email messages, and images.

The links below outline the main processes and setups.

Document Management Storage Options

Configuring Document Retention and Auditing Settings

About Document States

Set Up Attachment Types

About Adding Documents

Search for and View Documents in DM

Viewing Documents Using the Attachment/Stand Alone Documents Form

Editing Documents

About Deleting Specific Documents

Document Review Process

Note: There are also several Viewpoint Online Customer Training videos that explain and demonstrate these same topics. Select Help > Viewpoint Online Training in any form in the application and then navigate to the videos.