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pVault® Help

Navigation: Advanced Integration > RFMS

How to Make a New Attachment Using the Plugin

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Once the Plugin is enabled, the paperclip icon in RFMS now displays attachments using the pVault® Attachment Viewer. While in RFMS, when you click on the paperclip icon, the pVault® Attachments Viewer displays. This attachments list relates to the current record you are on. From the pVault® Attachment Viewer, you can view the document image of existing attachments as well as make new attachments.

 

 

1.Click the RFMS desktop icon, RFMSdesktopicon-mh.
 
The RFMS Main Navigator screen for a specific location similar to the following displays:
 
RFMSMainNavigatorscreen-mh
 

2.Click the appropriate task-related icon.
 
A screen, based on the task-related icon clicked on the RFMS Main Navigator screen, displays:
 
RFMSOrderEntrymainscreen-mh
 
Note: This screen is associated with the Order Entry icon.
 

3.Click the Attachments icon, RFMSPaperclipicon-mh, to browse for the file or drag and drop the document into the Viewer.
 
RFMSAttachmentswindow-mh
 

4.In the Choose Document Type dialog, use the Document Type field dropdown to select the type of document you are storing.
 
RFMSChooseDocumentTypedialog-mh
 
RFMSChooseDocumentTypedialogDocumentTypefielddropdown-mh
 

5.Click Ok.

 

This document is now attached.

 

 

Version 2024.01.36 1/12/2026
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