Smart Form Attachments Viewer

You can view attachments on smart forms using the Attachments viewer. The viewer is accessed by clicking on the Attachments button in the Home ribbon of any smart form (creation, processing, GL) with this functionality.

1. Click on the Attachments button. The Attachments viewer will open.
2. If there are any attachments for the document in the viewer, they will be listed on the left side of the attachments viewer.
   1. Header attachments will display automatically.
   2. Click on a field in a detail line of the smart form to view corresponding attachments.
3. Viewer options:
   1. Filter attachments by Smart Form selection – Select this box to view attachments by header or detail line entries.
      • If the cursor is placed on a detail line that has an attached document associated with it, the viewer will show the document. Use the left mouse button to click on any other detail line field to view its corresponding attachment.
      • If there is an attachment associated with the Smart Form header, use the left mouse button to click anywhere on the header to view it.
   2. Create – Allows you to create a new attachment for the smart form at the header or detail line level.
      • Left-click on the area of the Smart Form you wish to add an attachment.
      • If a new detail line needs to be added, use the Add button on the Smart Form to create a new line.
   3. Re-Index – Opens a re-indexing window allowing you to modify the indexed properties.

      Use caution when re-indexing attachments! Modifying or deleting properties that link the attachment to the main document will result in lost information and remove the attachment.

4. Viewer Controls: