Linking Documents to Costpoint Records - Client Connector for Deltek - English - Foundation 22.1 - OnBase - external - OnBase/Client-Connector-for-Deltek/English/Foundation-22.1/Client-Connector-for-Deltek-Costpoint/Usage/Usage/Linking-Documents-to-Costpoint-Records - 2022-08-19

Client Connector for Deltek Costpoint

Platform
OnBase
Product
Client Connector for Deltek
Release
Foundation 22.1
License

If a Costpoint screen has been configured for CMIS integration with OnBase, you can create a link between a Costpoint transaction record and a document in OnBase.

Clicking the Attach button in the toolbar opens the Linked Content Files window, and you can search in the Content File Name column for OnBase documents of the Document Type that has been configured for the current Costpoint screen.

The link between the transaction and the OnBase document is saved when the transaction record is saved in Costpoint.

Note:

OnBase documents can also be linked to Costpoint transactions using the Costpoint Web Integration Console. See the Costpoint documentation for more information on configuring the Costpoint Integration Console.