The Attachment Viewer is a feature in Restaurant365 that opens an additional sidebar for viewing attachments uploaded to an AP transaction. The Attachment Viewer is also used when Processing Documents to Process.
Attachment Viewer in AP Invoices and Credit Memos
On the AP Invoice and AP Credit Memo forms, attachments open in the Attachments panel on the right side of the form. For adding and deleting files, learn how to manage attachments on AP invoices and credit memos.
1) Click the Attachments button at the top of the General Information section.
2) Select an attachment from the drop-down menu in the panel.
3) Drag the handle between the form and the panel to resize the panel.
Attachment Viewer Tools
Field/Button | Description | |
|---|---|---|
1 | Manage attachments / Preview attachments | Switch between the file preview and the list of attachments. Attach and delete files from the list. |
2 | Close | Closes the panel. |
3 | Document selector | If there are multiple attachments on the record, click this drop-down to select which document to view. |
4 | Download | Downloads the selected attachment. |
5 | PDF viewer toolbar | PDF attachments display in the browser's built-in PDF viewer. This viewer provides its own toolbar for tools such as page navigation, zoom, and rotate. The available tools can vary by browser.
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Attachment Viewer in New Documents to Process Experience
The Attachment Viewer opens automatically when Review is clicked on a document in Documents to Process. Documents can be archived from the Actions menu in the header.
Click Actions in the header.
Click Archive.
Attachment Viewer in Classic Documents to Process
The Attachment Viewer opens by default when processing Documents to Process. On other AP transactions, the Attachment Viewer must be opened manually.
Documents to Process can be flagged as Archived for additional review. The Mark as Archived button does not appear on AP transactions outside of Documents to Process.
The Processing Documents to Process training explains the use of each of these features.
Open Attachment Viewer in Classic AP Invoice
After a new AP Invoice is opened and an invoice is uploaded using the Upload File button at the bottom, right-hand corner of the screen, the Open attachment viewer button appears. Click this button to open the attached file in a side-by-side format with the AP Invoice, as displayed below.
The Previewing Tools (#1-4 below) are available only when viewing PDF attachments.
Field/Button | Description | |
|---|---|---|
1 | Up / Down Arrow | Click these arrows to navigate through the pages of the attachment. |
2 | Zoom In / Out | Click these buttons to zoom in or out on the selected page. |
3 | Rotate | Each click rotates the selected page clockwise by 90 degrees. |
4 | Page Indicator | This displays the page currently being viewed and the total number of pages in the document. |
5 | Document Selector | If there are multiple attachments on the AP transaction, click this drop-down to select which document to view. |
6 | Download Button | Click this button to download the selected attachment. |
7 | Attachment Viewer Pane Rotation / Resizer | Click the Pane Rotation button to view the Attachment Viewer below the AP transaction. Use the Pane Slider to resize the Attachment Viewer Pane. |