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Overview


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  1. Documents can now be associated with the following:
    1. Billing Packages
    2. Vendors
  2. On the 'Product Info' screen, the 'Disclosures' subtab will provide the ability to attach Documents relevant to a Billing Package, such as disclosures.
  3. On the 'Vendor Info' screen, the 'Documents' tab will provide the ability to attach Documents relevant to a Vendor, such as scanned contracts, business cards, their preferred purchase order format, etc.
  4. Like other Document Management screens in VetView, Users will have the ability to alter the name of the document, and include a brief document description.
  5. The Last Modified Date, Last Modified By, Date Added, and Add By will be captured automatically.



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UG:Setup & Admin Guides
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This page may contain functionality not found in the current version of VetView.


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Table of Contents



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Functionality


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titleVendor documents Add or Edit Billing Package Disclosures...


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  • The 'Documents' tab will provide the ability to attach Documents relevant to a Vendor, such as scanned contracts, business cards, their preferred purchase order format, etc.
  • Like other Document Management screens in VetView, Users will have the ability to alter the name of the document and also include a brief text description.
    • The last modified date and User will be captured automatically.
    1. Navigate to the 'Product Setup' screen via the 'Navigation Menu'.
      1. Search for, and select, a Billing Package.
      2. The 'Product Info' screen will open.
    2. Navigate to the 'Package' tab.
    3. Navigate to the 'Disclosures' subtab.
    4. Add or edit a Document by clicking the 'Add' or 'Edit' button.
      1. The 'Add / Edit Document' dialog will appear.
    5. Select the Document to be added from the computer file system.
    6. Enter the Document Display Name, Description.
      1. Click the 'Save' button.

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    Expand
    titleAdd or Edit Vendor Documents...


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    1. Navigate to the 'Vendor Setup' screen via the 'Navigation Menu'.
      1. Search for, and select, a Vendor.
      2. The 'Vendor Info' screen will open.
    2. Navigate to the 'Documents' tab.
    3. Add or edit a Document by clicking the 'Add' or 'Edit' button.
      1. The 'Add / Edit Document' dialog will appear.
    4. Select the Document to be added from the computer file system.
    5. Enter the Document Display Name, Description.
      1. Click the 'Save' button. 

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    Definitions


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    • Following is a table of definitions for the screens (Components), components of screens (Subcomponents), fields (UI Element labels, names and entities), controls (names and entities), DB columns, adjustment types, privileges, attributes, and specs that have a direct, or indirect, connection to the term 'Document'.
    • Use the controls at the top of the table to change the sort, grouping, and row height.
    • To see more of the cell content, click on the cell expansion control located at the top-right corner of a selected cell.

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    height600px

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    Open Issues


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    columnskey,summary,type,priority,status,fixversions
    maximumIssues1000
    jqlQueryproject = LIMS AND issuetype in standardIssueTypes() AND status in ("Creating Mockups", "Design/Planning", "In Development", "In Progress", Incomplete, "On Hold", Open, "Ready For Development", "Ready for Testing", Reopened, "Task Review", Testing, "Waiting On Client") AND labels in (Billing_Package, Inventory_Management, Product_Setup, Vendor_Setup) AND features in (Attachments, Documents) ORDER BY key DESC
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