Viewpoint Document Linking
 Content Manager allows two-way linking of documents between the document
management repository and Viewpoint.
Two-way linking allows for those proficient with the Viewpoint DM interface
to continue to use the same method before the integration and allows those users whom may have not had access to Viewpoint an efficient way to manage documents through Content Manager's
interface for adding and retrieving documents from the repository.
Viewpoint DM Interface
The Document Manage System can be configured to attach to any form or transaction type in Viewpoint's system. When a Viewpoint form is connected, any documents uploaded to that form will automatically be placed in Content Manager's repository. For example a user may want to attach a document to an employee
record in HR Resource Master. That document is pushed into the Construction Imaging HR repository
and a shortcut is left in Viewpoint. When a user retrieves that document, it is opened automatically in Content Manager's viewer. Attachments may be added by drag-and-drop or using the "Add Attachment" form.
Attachments from Content Manager act as native Viewpoint attachments and thus all the features of Viewpoint DM are available. For example, attachments still exist in drill-down reports and users can launch the document by clicking the appropriate attachment line item. If a user chooses to email an attachment, such as an RFI, from Viewpoint, the document is seamlessly exported from Content Manager and attached
to the email. The same applies for Job Billing CD creation; any associated attachments are automatically
exported and put on the CD. Thumbnails, a popular feature with many users, are fully supported
Index Search
Index searching can be done in both Content Manager and the Viewpoint Attachment Index Search. The document linking process updates Viewpoint Attachment Indexes. Casual users already familiar with the Attachment
Index Search may continue to use this feature to find the documents they need while power users may use the Content Manager interface.
Push Attachments
While Viewpoint's DM interface works great for one or two documents attached to a record; batch entry of volumes of documents is much more efficient in Content Manager's interface. Any documents added via the Content Manager interface can be automatically pushed to the appropriate Viewpoint form as shortcuts. For example, invoices added are pushed to the associated AP Transaction
in Viewpoint.
Powerful Viewer
Viewpoint's DM system requires that users have an application installed to view the document they are downloading. Content Manager provides a powerful viewer with support for more than 200 document types. Some popular types include: Word, Excel, PDF, CAD, JPEG, TIFF and many more. Users no longer need expensive third party software to simply view a stored document.
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