Need the ability to add pages to existing attachments in HR Resource Master (Info Tab or any Tab). Form I9 is an example. We need to attach Verification Documents to the existing Form I-9 or sometimes to a drug test. Today we don't see the ability to append or add to a document, you have to create another attachment
Robyn Roberts
| Company | Pumpco, Inc. a MasTec company |
| Job Title / Role | Office Manager |
| I need it... | Yesterday...Come on already |
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.
© 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.
This is a good discussion and we are currently reviewing our options for this.
@Andre's comment above is a good workaround, as long as you have a PDF editor installed on your local machine, you can easily append pages to an existing document
If you do not have a PDF editor, you can also use the built-in Page Splitter in Vista DM to do the same thing. Merely load the original PDF into the Page Splitter, along with the new pages you need to add. Then drag all of the new pages out and save as a new document, with the same, exact name as the original. Then drag the file back in to the Vista record. Since your new version will have the same name as the original, Vista will, as Andre mentions, offer to overwrite the older document version.
Attachments Open full size
As a work around.
If you open the file and add the pages to the default program, then save the file in the reader, it will ask if you want to update the file in vista.
Attachments Open full size
We need to be able to attach additional pages to the Form I-9, drug tests, apps, etc.
Attachments Open full size
We do not want multiple files for each document, all pages need to be combined into one. Many times pages need to be added after the document has been initially scanned. Will definitely need an append option within DM.
Attachments Open full size
I will need the ability to add a page to a document that has already been processed into the system. For example if we are missing any additional signatures on an invoice that has already been scanned, I would need to be able to add the page with the additional signatures into the existing document.
Attachments Open full size
We need to be able to add pages to a document because often times we get additional back up after the fact and it needs to be put with the invoice, or we may get cleaner copies that need to be put with the document. If we get documents that have additional signatures we need to be able to add that to the original document also.
Attachments Open full size
We previously were using Content Management and CM has the ability to add pages to an attachment. We need this function because we must attach the verification (which comes days later /sometimes hours) form to the existing Form I-9 - must have these if audited
Attachments Open full size