Omnify Desktop
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Overview
Omnify supports unlimited document/attachment assignments for any database item. Documents are specified by their path and file name, and can optionally contain a Title and Type to help describe the document.

Documents associated with any items in the Omnify database, can be either vaulted or non-vaulted documents.
  • Vaulted Documents - Document information is managed in and by the Omnify database. Vaulted documents require "Check-out" and "Check-in" functions to make modifications to the document.
  • Non-vaulted Documents - Document items are links to existing files (typically in a shared file area/directory)

The Documents Page contains the following sections:

Section Description
Toolbar Quick access to common Document functions
Document List Current listing of associated documents
Document Navigator Quick filter for displaying specific documents in the document list



Refer to the Document Management section for more information on managing documents.