Manage Digital Document Links

Use the Manage Digital Document Links screen to specify which document types will link to a specific Costpoint application and result set.

After defining a document type in the Manage Digital Document Types screen, use this screen to link that document type to one or more Costpoint applications. For example, you could create a document type named Invoices in the Manage Digital Document Types screen and then use this application to link an invoice to records in screens such as Manage Invoices and Approve Subcontractor Invoices.

You can also use this screen to determine how the digital document object links to the Costpoint record. Map a Costpoint application and result set to a specific digital document object to define a linking rule.