Getting Started with Vistapoint Desktop

Once you installed Vistapoint Desktop, get started by adding a record and uploading files.

1. Open the Vistapoint desktop application and login.

2. Click on Select a Workspace to search your records/workspaces.

3. Click New Workspace . 

4. Add a name and select a default template. Custom templates can be created by admin under Configuration.

5. Click next and finish.

6. Add a record description and add index fields to organize your record/workspace.

7. Go to the Permissions tab.

8. Add or remove users and groups and adjust permission levels.

9. Click Save.

10. To adjust folders, navigate to Folder > Edit.

11. Add or remove folders, the click Save.

12. To upload files, select a folder and click Import.

13. To edit and work on files, click Edit > Checkout. The file is now locked while you edit the file. When you’re done, check in the file and add a version comment.