Attaching Documents To A Folder Record

Once a folder record has been added to the Virtual Ticket Developer database, documents (i.e. change orders, scanning work orders, etc.) may then be attached to the folder. Documents that have been attached are listed along the left side of the Browser window within the appropriate Group to which the document type is a member of.

If you are unsure of the groups and document types defined in your Virtual Ticket Developer system, please consult your system administrator.

Attaching a document to a folder record

1. Select the appropriate folder type (jobs, customers, digital resources, etc.) from the File Cabinet popup in the upper left corner of the Browser window. The folder types listed correspond to the folder types that you have access to and that have been defined by the system administrator.
2. Enter the record ID (job number for jobs, customer code for customers, file ID for digital resources, etc.) for the folder you want to view and press Return or Tab. Virtual Ticket Developer will retrieve the folder type record from the database and display the folder record information in the Browser window.
3. Select the appropriate group from the Group popup based on the type of document you want to attach.
4. Click New:[Document Type Name]:[Form Name]/[Template Name] to select the form or template you want to use in creating the new document record. The form/template will appear in the Browser, allowing you to enter information for the record.
5. Enter the appropriate information and click ADD. The amount and type of information needed will depend on what fields are included on the form you are using.

At this point, a new document has been attached to the folder record and filed in the file cabinet structure. This makes the attached document accessible to any Virtual Ticket Developer user who has the proper access privileges for viewing, editing, deleting, or printing purposes.