Attachment Form/DM Stand Alone Documents
This form is the central location where you can interact with documents that you have stored in Vista.
You can access this form in several ways:
- Attachment button on a form - Click the Attachment button in the main toolbar at the top of a form to view, remove, or add attachments to a data record.
- Attachment icon above the grid on the PM and SM Work Centers. Just highlight a record in the work center grid and click the Attachments icon to view, remove, or add, attachments to a data record.
- Select DM Stand Alone Documents from the DM module Programs folder - This option is used to add documents to the system without linking them to a data record (Stand Alone documents).
Related tasks
About Attaching Documents to Data Records
Viewing Documents Using the Attachment/Stand Alone Documents Form
Search for and View Documents in DM