Remove a Document’s Automatic Association with New Transaction Lines

You can disable the automatic association of documents with new transaction lines.

Prerequisites: Select a transaction file to view or edit and click the 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 remove a document's automatic association with new transaction lines:

  1. On the Supporting Document dialog box, select the document that you want to remove.
  2. Clear the Attach to all Future Lines check box.
    The document will not automatically be associated with any new transactions that are entered in the grid.
  3. Click Save.