Attaching Documents To Search Results

When performing searches based on folder types (i.e. jobs, customers, digital resources, etc.), Virtual Ticket Developer allows you to “attach” a common document record to a selected set of result records. For example, you may want to send the same piece of correspondence to several customers. With Virtual Ticket Developer’s attach feature, you can search for the customers, and then “attach” a correspondence document to the customer records as a batch, thereby attaching the document to each customer record. Attaching common documents is an efficient alternative to manually attaching the same document to each individual folder record.

Attaching documents to search results

1. Create or select a Find from the Tools menu, specify the search criteria, and click SEARCH. This will instruct Virtual Ticket Developer to retrieve the results from the database and display them in the Find window.

2. Select the record(s) to which you want to attach a document from the Documents listing along the left side of the window. The information for this record will automatically appear in the right hand portion of the window, in the form on which the search was originally based.

NOTE: If multiple records are selected, the fields displayed in the form on the right side of the window will remain blank.

3. Select ATTACH in the Context Menu. A new window will appear, allowing you to specify the type of document to be attached to the selected records.

NOTE: The Attach menu item is available in the Context Menu only when searching by folder types. This button is disabled when searching by document types.

4. Select the appropriate document type and form from the Attach expander button. The window will display the form, allowing you to type the necessary information.

5. Enter the appropriate information for the new document and click ATTACH. This will attach the new document record to each of the selected records.