Submit Your Suggestions for Vista

Ideaspace topics with the most votes have been moved into the Suggestion Box. If there is a topic missing, please re-enter. Our product team reviews the Suggestion Box items regularly and will provide updates as to status and incorporation into upcoming releases.

document attachment

Would love the ability to remove an attached document. I have attached documents to an invoice that don't belong with it but can not find a way to remove it.

  • Rose Jerrell
  • Feb 10 2017
Company Patuxent Materials
Job Title / Role Accounting Clerk
  • Attach files
  • Guest commented
    February 15, 2017 16:45

    If you have already posted your batch, you can go in to Document Management > Programs > DM Transaction Attachments and add/remove attachments there.

  • Andre Ferreira commented
    February 12, 2017 23:31

    Hi Rose,

    There is multiple ways to do this. If you have the thumbnail viewer open, you can right click on the document and click delete.

    If you're using the attachment form, you just have to click on the red cross at the top when you have the attachment selected.

    For questions like this, I would suggest using ClearView -> Learning & Support -> Community Answers.

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.