Adding Attachments to a Record

VUE allows you to save attachments on associated records for quick reference and retrieval.

Several documents are automatically saved as attachments when they are created in VUE. You may also add your own attachments.

Most attachments are added through the "More" dropdown menu in the Action Ribbon.

Example Attachment window

Standard image file types may be uploaded (e.g.; .pdf, .jpg, .png, etc.). The maximum individual attachment file size is 15 MB.

The table below shows locations in VUE that include Attachments.

VUE Module	Attachment Location	Attachment Method	Automatic Naming Convention	Access
All Modules	Customers	Manual	N/A	Record specific and All associated attachments
All Modules	Vendor	Manual	N/A	Record specific and All associated attachments
All Modules	Vehicles	Manual	N/A	Record specific and All associated attachments
All Modules	Purchase Orders	Automatic - Print Manual	Purchase_Order_#####.PDF	Record specific
All Modules	Receipt Book	Automatic - Print Manual	Receipt_#####.PDF	Record specific
Accounting	Accounts Payable	Manual	N/A	Record specific
Accounting	Accounts Receivable	Manual	N/A	Record specific
Accounting	Reconcile Checking Accounts	Automatic - Print Automatic - Update Manual	Print.pdf Update.pdf	Record specific
Accounting	Employee	Manual	N/A	Record specific
Accounting	Financial Statements	Automatic - Print	N/A	Record specific
Parts	Back Counter	Automatic - Pick List Automatic - Quote Manual	PickList_######.PDF PV_BackCounter_Quote.PDF	Record specific
Parts	Parts Order	Automatic - Print Manual	PV_PartsOrderList.PDF	Record specific
Parts	Parts Return	Automatic - Print Manual	PV_PartsReturnList.PDF	Record specific
Parts	Parts Invoices	Automatic - Print Manual	PartsInvoice_####Internal.PDF PartsInvoice_####.PDF	Record specific
Parts	Physical Parts Inventory	Automatic - Reports Manual	PhysicalInventory_ReportName_Date.PDF	Record specific
Payroll	Enter/Edit Payroll Entries	Automatic - Reports Manual	N/A	Record specific
Sales	Outside Sales	Automatic - Forms Automatic - Recap Manual	Product Sales Recap.PDF	Record specific
Sales	Desks	Automatic - Forms Automatic - Recap Manual	Detail Profit Recap.PDF Summary Profit Recap.PDF Form.pdf	Record specific
Sales	Deals	Automatic - Forms Automatic - Recap Manual	Detail Profit Recap.PDF Summary Profit Recap.PDF Form.pdf	Record specific
Sales	Prospects	Manual	N/A	Record specific
Service	Repair Orders	Automatic - Reports Manual	SV_FinancialPreview_######.PDF SV_WarrantyRecap_######.PDF SV_ServiceInvoice_######.PDF SV_ServiceInvoice_######_Internal.PDF Service_Work_Order_######_1.PDF	Record specific