Create a document location using the PM Create & Send Locations form.
Note: Your company's Vista deployment method affects which actions you should take on this page. Your deployment method is shown at the bottom of the Main Menu in the status bar.
- Click the New Record icon.
- In the
Location field, enter a name for the new
location.
- The Document Path field identifies where the document templates will be stored.
Your deployment method dictates what action you should take in this field:
| Deployment
method | Required Action |
|---|
| VRL cloud | Do not make a selection or
enter anything. Skip this step. |
| LAN, RDP, or legacy cloud | Use the Browse button to
navigate to and select the directory location on the network. |
| LAN and VRL on-premises | The directory you enter must be
subdirectory of the directory defined in the API Settings tab of the
Viewpoint Configuration form located on your app server. If you don't
know what's been defined, ask your system administrator. |
| VRL on-premises
only | Do not make a selection or
enter anything. Skip this step. |
Important: Do not use the standard Viewpoint
document templates directory (Viewpoint Repository\Document
Templates\Standard). If you do, each time you install a new release, the update will overwrite
this directory, thereby removing your custom templates.
Instead, save
your custom templates to the Viewpoint Repository\Document
Templates\Custom\<your_custom_name> directory.
- Click Save.
Once the document location is saved:- if you want to copy a standard document template and paste it into the new
location, use the PM Copy Document Template form.
- if you want to move existing customized templates to the new location, use the PM Transfer form.
