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.

Scanning PDFs directly into View Point

This would greatly reduce the amount of time spent scanning documents into a TEMP folder, then dragging it onto view point, and then editing the description and file type, by simply scanning the document directly to view point and editing the information in one screen. This would benefit being added to every module/program, Job Cost, Job Billing, AP, AR, & HR. 

  • Kevin Gilleland
  • Apr 12 2018
  • Already exists
Company E. R. Snell Contractors Inc.
Job Title / Role Project Administrator
I need it... 1 month
  • Jun 4, 2018

    Admin response

    Vista already has the capability today to scan directly into itself using any TWAIN compatible scanner.

  • Attach files
  • Sharon Boland commented
    July 26, 2023 14:57

    Yes, this does exists. However the naming of the file is generic so you have to go in and change the name.

  • Guest commented
    September 18, 2019 14:44

    I don't have a TWAIN scanner so I'm not able to scan directly into Vista, but Vista does allow you to drag and drop PDF files into it, which has been my solution for most documents.  I'm able to drop attachments from emails (like hire packets) right into employee master files.  And for other documents, so that I don't have to print and scan, I've gotten into the happen of printing the doc as a PDF and then I can move the PDF where I want it.

  • shana bushilla commented
    May 16, 2018 20:36

    I was hoping for it to be compatible with all printer scanners not just Twain.

    Shana Bushilla

    Missouri River Contractors

    3384 E US Hwy 12

    Helena, MT 59601

    406-443-2524

    406-443-4354 fax

  • Admin
    Greg Sikes commented
    May 16, 2018 19:18

    Kevin, are you looking for something beyond current functionality?  As described above by Andre, there is a method in Vista today that we believe addresses your request.

  • Andre Ferreira commented
    April 16, 2018 01:18

    You can already do this as long as you have a TWAIN compatible scanner.

     

    If you do, at the top of every form with attachments, there is a scanner button you can click.

  • Yen Nguyen commented
    April 12, 2018 15:38

    This would be great as we have switched from paper copies to electronic copies of invoices.  This would save a lot of time.

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.

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