Work with Supporting Documents and Transactions
You can upload supporting documents, files, and images for use with various transactions. Supported file types that you can upload include images, PDFs, Microsoft Word documents, and Microsoft Excel spreadsheets. Password-protected documents are not supported.
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.
- Related Topics:
- Attach a Document to a Transaction Line
You can attach a supporting document to a transaction line. - Upload a Document on the Supporting Document Dialog Box
Use the Supporting Document dialog box to upload supporting documents that you want to attach to transactions. - Delete a Supporting Document from a Transaction
You can delete a supporting document from a transaction. - Delete a Document from all Transaction Lines
You can delete a document that's associated with multiple transaction lines. - Associate a Document with All Existing Transactions Lines
You can associate a document with all existing transaction line items for the transaction record that you are working on without the need to do it one transaction line item at a time. - Automatically Associate a Document with New Transaction Lines
You can automatically associate a document as you create new transaction line items on the grid. - Remove a Document’s Association from a Transaction
You can remove documents that are associated with a transaction. - Remove a Document’s Automatic Association with New Transaction Lines
You can disable the automatic association of documents with new transaction lines. - View Supporting Documents
You can view uploaded documents directly from the Supporting Documents dialog box. When you view a document, Vantagepoint displays the document in a preview window from which you can download or print the document.
Parent Topic: How to...