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Document Attachment
The system gives you the ability to attach an external document to a Vendor file. An example of an attached document is a pdf image of the vendors W9 form. To accomplish this, once the Vendor File is open click on the Documents button on the tool bar across the top of your screen. A New Document form will appear with the Source combo box defaulted to Vendor. The Doc# fields will also automatically be populated with the vendor ID. At this point you can open Windows Explorer or My Computer and locate the document you wish to attach. Then simply drag and drop the document by placing the cursor over the document name, left click and drag it to the New Document form in GMS. Once the cursor is anywhere on the New Document form simply let go of the cursor button and the complete file name and path will appear in the File Name field. Save the document attachment. Another option is to click on the >> symbol to the right of the File Name field and locate the document to be attached. Once the document is selected, click on open then save the document attachment.
Should you wish to add additional documents to the Vendor File, click on the New button on the bottom of the form and repeat the attachment process.
Once a document is attached, it can be viewed by selecting the File List tab found under Documents. Click on your selected document to open it.
Should you wish to “un-attach” a document, highlight the existing file name and click on the Delete button on the bottom. Note: this step does not delete the document, it merely “un-attaches” it from the Vendor File.
The system gives you the ability to attach an external document to a Vendor file. An example of an attached document is a pdf image of the vendors W9 form. To accomplish this, once the Vendor File is open click on the Documents button on the tool bar across the top of your screen. A New Document form will appear with the Source combo box defaulted to Vendor. The Doc# fields will also automatically be populated with the vendor ID. At this point you can open Windows Explorer or My Computer and locate the document you wish to attach. Then simply drag and drop the document by placing the cursor over the document name, left click and drag it to the New Document form in GMS. Once the cursor is anywhere on the New Document form simply let go of the cursor button and the complete file name and path will appear in the File Name field. Save the document attachment. Another option is to click on the >> symbol to the right of the File Name field and locate the document to be attached. Once the document is selected, click on open then save the document attachment.
Should you wish to add additional documents to the Vendor File, click on the New button on the bottom of the form and repeat the attachment process.
Once a document is attached, it can be viewed by selecting the File List tab found under Documents. Click on your selected document to open it.
Should you wish to “un-attach” a document, highlight the existing file name and click on the Delete button on the bottom. Note: this step does not delete the document, it merely “un-attaches” it from the Vendor File.
