How to Work with Supporting Documents and Units by Project Transactions
You can associate supporting documents with units by project transactions in Transaction Entry.
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:
- 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. - 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. - Attach a Document to a Units by Project Transaction Line
Associate documents with the voucher and with each associated transaction in the Units by Project grid. - Automatically Associate a Document with New Transaction Lines
You can automatically associate a document as you create new transaction line items on the grid. - 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. - Remove a Document’s Association from a Transaction
You can remove documents that are associated with a transaction. - Remove a Document’s Association from all Units by Project Transaction Lines
You can remove a document's association with all transaction lines. - Remove a Document’s Automatic Association with New Transaction Lines
You can disable the automatic association of documents with new transaction lines. - Delete a Document from all Transaction Lines
You can delete a document that's associated with multiple transaction lines.
Parent Topic: Units by Project