Attachment Locations
The Attachment Locations form displays information regarding the Activities, Notes, Vendor Invoices and/or eForms to which a processed document is attached in the system. For unprocessed documents located in Home Center, Attachment Locations displays the name of that center's applicable employee.
Accessing Attachment Locations- Open Home Center.
- or -
In other Centers, open the entity (bank, broker, customer, or company) to which the document is attached
- On the Views menu, click Documents or My Documents. A list of documents is displayed in the grid.
- In the list of documents, click the Doc Info icon corresponding to the document you want to view.
- In the Document Information form, click View Attachment Locations.
You can also search for the document and then access the document information from the search results. See Doc360 Search for more information. |
Attachment Location Grid| Grid Column | What is this? |
|---|---|
| Date | This is the date that the document file was attached to the Activity, Note Vendor Invoice , or eForm. This field is blank if the document's status is unprocessed. |
| Attached To | Indicates whether the document file is attached to an Activity, Note, Vendor Invoice , or an eForm. This field in the row is also a link; click on the link to open the applicable form: Activity: The View Activity form. Note: The Notes form Vendor Invoice: The Vendor Invoice form. eForms Manager: The eForms Manager form. The eForms Manager link opens eForms Manager, highlighting the attachment in the form tree. It is possible for a file to be attached to multiple Activities, Notes, Vendor Invoices, eForms, and in any combination. All attachments are listed, in separate rows, on the Attachment Locations form. |
| Description | This is the first row of text from the Description field, as entered on the Activity, Note, Vendor Invoice , or eForm. |
| Center | This is the center to which the document is assigned. Example: If a file is attached to a Vendor Invoice, then its Center location is Vendor. If it is attached to an Activity logging a policy change request, then the Center location is Customer. |
| Name | The name of the Center entered on the Activity or Note to which the file is attached. This field applies only to Employee, Home, Company, Customer, Bank, and Broker Centers. |
| Attached By | For processed documents, this is the name of the employee responsible for attaching the document to the specific Activity, Note, or Vendor Invoice. If the document's status is unprocessed, then the Attached By name indicates the name of the employee responsible for distributing the document. Example: If Employee 1 assigns an unprocessed document to Employee 2's Home Center, then Employee 1's name appears in the Attached By field. |
What's Next?
To learn more about working with documents in AMS360, see Workflow: Work with Doc360 Documents. For general information about the Doc360 document management system, see Doc360 - An Overview.