Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Configuring Supporting Documents and Files

If you are a system administrator using the Vantagepoint on-premises product, you must configure Transaction Document Management (TDM) with FILESTREAM before users can upload supporting documents, files, images, and merge templates for use with records throughout Vantagepoint.

For example, when using supporting documents, a user could upload a file that contains copies of sales receipts for line items on an expense report, or upload images for use in a proposal. The files types that are supported include image files, PDF files, Microsoft Word documents, and Microsoft Excel spreadsheets. All documents that are uploaded via TDM are converted to a PDF file type and then stored in the FILESTREAM database at the time of upload. Vantagepoint does not support the upload of password-protected documents.

For more detailed information on configuring Supporting Documents for Vantagepoint, see the Vantagepoint Technical Installation Guide .

If you use the Vantagepoint Cloud product, the Deltek Cloud Ops Team maintains TDM and FILESTREAM for you.