The Attachment Viewer is a feature in Restaurant365 where a User can elect to open an additional sidebar to view any attachments that have been uploaded to an AP Transaction within Restaurant365.  The Attachment Viewer is also utilized when Processing Documents to Process.  The two distinctions between viewing attachments with the Attachment Viewer and processing Documents to Process are as follows:

Attachment Viewer Differences in Documents to Process

  1. The Attachment Viewer is opened by default when Processing Documents to Process, while must be opened manually on other AP Transactions
  2. Documents to Process can be flagged as 'Duplicates' for additional review.  The 'Mark as Duplicate' button does not appear on AP Transactions
  3. A check box is present on each attachment page when Processing Documents to Process.  Additionally an 'All' checkbox in present in the Attachment Viewer header

Click 'Open attachment viewer' to open Attached Files

Review the Attachment in the Attachment Viewer

  • Green - Attachment Viewer Pane Rotation / Resizer - click the Pan Rotation button to view the Attachment Viewer below the AP Transaction.  Use the Pane Slider to resize the Attachment Viewer Pane
  • Orange - Click the Up Arrow/Next Page and Down Arrow/Previous Page to navigate through the various pages of the attachment
  • Pink - Zoom in and out - these will zoom in or out on the selected page
  • Purple - Rotate the selected page clockwise by 90 degrees each time clicked
  • Blue - Page indicator - this will display the page currently being viewed and how many pages are part of the document
  • Red - Document Selector - if there are multiple attachments on the AP Transaction, click this dropdown to select which document to view
  • Grey - Download button - click this button to download the selected attachment