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ability to append a document in document management

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
  • Feb 25 2020
  • In Review
Company Pumpco, Inc. a MasTec company
Job Title / Role Office Manager
I need it... Yesterday...Come on already
  • Attach files
  • Eric Vasbinder commented
    August 13, 2020 21:36

    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.

  • Andre Ferreira commented
    February 26, 2020 00:06

    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.

  • Guest commented
    February 25, 2020 23:16

    We need to be able to attach additional pages to the Form I-9, drug tests, apps, etc.   

  • Kimberly Weiser commented
    February 25, 2020 23:00

    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. 

  • Sarah Owens commented
    February 25, 2020 22:50

    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. 

  • Brandi Mutscher commented
    February 25, 2020 22:46

    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. 

  • Robyn Roberts commented
    February 25, 2020 22:25

    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

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