Linked Content Files

The Content Management System (CMS) Integration feature allows you to link content files located in a third-party management system to a Costpoint product suite record.

For example, you can link a scanned PDF of a vendor invoice to the Costpoint accounts payable voucher record it was used to generate. You can also link other content, such as engineering drawings or video work instructions, to an assembly part or routing record in Costpoint.

Before you can use this feature, you must:

• Define the connection between the product and a third-party CMS in the Costpoint Web Configuration utility. For more information, download the Deltek Costpoint Configuration Utility Technical Guide from Product Downloads in the Deltek Support Center.
• Specify the types of electronic content (typically documents) that you want to link from a third-party CMS to a Costpoint data record on the Manage Content Types screen in System Administration.
• Specify which types of content can be linked to a specific Costpoint application and result set on the Manage Application/Content Links screen in System Administration.

To link a content file to an application result set, open that application and click Attach on the toolbar. Attach does not display in a particular application unless you set up the application for linking in the Manage Application/Content Links screen.

When you click Attach, the Choose File window displays. In the Choose File window, you can either upload a document and attach a file from your computer, scan the document with your computer or mobile camera, or just attach the document from the alternate file location in Costpoint.

Note: If your mobile camera is your preferred source for attaching documents, you can make it the default source by selecting the Set Camera as the Default Source on mobile devices checkbox on the Manage Application/Content Links screen.

The Choose File window contains the Attach & Scan and the Attach buttons. Click Attach & Scan to link the document to a record and populate the record with information scanned from the document. Otherwise, click Attach to plainly attach the file to the record.

Note: The Attach & Scan button only displays in applications that are integrated with an ICR tool. Currently, only Manage Accounts Payable Vouchers in Costpoint Accounting supports the attach and scan feature.

After you attach a file, you can click the Attach list arrow and select View Linked Content Files to open the Linked Content Files subtask where you can maintain, view, delete, and also create a link between a specific content file stored in a Content Management System (CMS) and a specific Costpoint database record.

Links created in one application/result set for the specific content type are visible in other applications if both applications have defined linking rules to the same content type.

Attention: For information about generating Costpoint report files and export files and saving them to the CMS, see Saving Files to the CMS.