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.

Prerequisites: Open a transaction file.

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 view a document on the Supporting Documents dialog box:

  1. Click the or icon in the Document column in the transaction grid of the Transaction Entry form.
  2. On the Supporting Document dialog box, select the document that you want to view.
  3. Hover the cursor at the end of the row of the transaction entry, and select or Options > View PDF.
    A viewer displays, showing a preview of the document in PDF format. All uploaded documents, regardless of their original format, are converted to PDF format.