[DM] How to improve your search result in DM Attachment Index Search Form

Steps

Some find it helpful to add fields to their grid when searching for attachments. Viewpoint provides some standard items that can be added using the grid options button.

When you click on the Grid Options button the DM Attachment Grid Options form opens up.

In this example we selected AP Check Number, AP Reference, & AP Vendor. Once you have checked all the items you would like to add, click the OK button and then the search button.

Note: The system will save the new grid options when you reopen the form and if you choose to change the order of the grid by dragging and dropping the columns it will save that too.

If your still havening trouble find attachments you may want to consider doing a Attachment index refresh.

TIP: If you add search criteria that is not included in the attachment index of the document you are searching for, it will not find the attachment.  So defaulting company numbers of AP Co, EM Co when searching for a JB Progress Billing Attachment will prevent the system from finding it because the index only includes AR Invoice and Contract.