Attaching documents from other Optiva objects

You can attach one or more documents with the same function code from one Optiva object to the current object. This feature is available only when Optiva is configured for IDM integration.

  1. Open an Optiva object, such as a Formula.
  2. Complete these steps in the Attachments grid.
    1. Select an IDM Function Code.
    2. Click Add Row.
    3. Click the Attach icon. In the Attach Document dialog, select Link Attachment(s) from other Symbol(s) and click OK.
  3. Complete these steps in the Select Attachment(s) dialog:
    1. Select an Object Symbol. This list displays only the symbols that have the same function code as the one selected in the Attachments grid.
    2. Select an Object Code for the corresponding symbol.
    3. Click LIST ATTACHMENTS. The attachments for the Object Code are displayed. These attachments share the same IDM function code as the Attachments grid.
    4. Select the File Name(s) that you want to share with the current Optiva object.
    5. Click LINK ATTACHMENTS. The selected files are added to the Attachments grid.
    To view the source object, click Linked From in the Attachments grid.