Automatically Associate a Document with New Transaction Lines

You can automatically associate a document as you create new transaction line items on the grid.

Prerequisites: Select a transaction file to view or edit and click the or in the Document column.

If you use the Vantagepoint on-premises product, the Supporting Document dialog box displays only if Transaction Document Management is configured. For more information, see the Supporting Documents and Files online help topic.

To automatically associate a document with new transaction lines:

  1. On the Supporting Document dialog box, select the Attach to All Future Lines check box for the documents that you want to automatically associate with new transaction line items.
  2. Click OK.