Automatically Associate a Document with New Transaction Lines
You can automatically associate a document with new transaction line items as you create them.
Prerequisites:
Select a transaction file to view or edit and click the
or
in the
Document column.
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 automatically associate a document with new transaction lines:
- On the Supporting Document dialog box, select the Attach to All Future Lines checkbox for the document that you want to automatically associate with new transaction line items.
- Click OK.