Set Up Default Location for MODI Attachments

Use Microsoft Office and Desktop Integration (MODI) to integrate Vision information with Microsoft Word, Microsoft PowerPoint, and Microsoft Outlook. You can set up a default location for MODI email attachments. You can also save MODI email attachments to a specific location, write a description for the attachment, and associate the attachment with an activity.

To set up a default location for MODI email attachments, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > General > System Settings.
  2. On the General System Settings form, click the Miscellaneous tab.
  3. In the Default Attachment Save Location (MODI) field, enter the default network location.
  4. Click Save.