Submit Your Suggestions for Vista

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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
      Drop here to upload
    • 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.

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