Documents

Owned by Rick Eggleston (Unlicensed)
Last updated: Jul 20, 2021
2 min read

Overview

  1. Documents can now be associated with:
    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.

VetView Wiki

Most recent releases of VetView:  Version 4.2.5 Hotfix (Released 10/31/2024)

This page may contain functionality not found in the current version of VetView.
Contents

Functionality

 Add or Edit Billing Package Disclosures...


  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.

 Add or Edit Vendor Documents...


  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. 


Definitions

  • 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.

Open Issues

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