Access Your Viewpoint Vista & Spectrum Attachments Instantly

Open documents directly from Power BI, SSRS, Crystal Reports, and other internal applications in a single step. FetchPoint eliminates the need to search through Viewpoint Vista or Spectrum, providing immediate access from your report.

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The Challenge: Vista & Spectrum Document Retrieval Begins Where Your Reports End

Supporting documents are often buried within Vista or Spectrum, making them difficult to access during daily reporting. Users must leave their reports, navigate ERP systems, and manually search for attachments, which slows reviews, approvals, and decisions. FetchPoint for Vista & Spectrum eliminates these obstacles by providing one-click access to the right document within any SelectView report or dashboard.

What Is FetchPoint for Vista & Spectrum? 

FetchPoint for Vista & Spectrum converts attachments into secure web links. Each link opens the relevant document on demand, without requiring an ERP login. 

Key Benefits of using FetchPoint: 

Context on demand

A one-click link to the specific attachment file for each transaction provides immediate context. 

Reduced approval times

Easier access to invoices and change order forms will streamline your invoice processing and CO approvals. 

Accessible from anywhere

Attachments are accessible on any device or browser, with no need for a corporate VPN or additional software.

How Fetchpoint Works – From Report to File in Four Steps

FetchPoint for Vista & Spectrum provides a seamless four-step process from link click to file delivery. When a user clicks an embedded link, FetchPoint generates a temporary, secure link. Authentication, ERP permission enforcement, and file streaming all occur within your report, eliminating the need to navigate elsewhere.

 Click on the link

Users click a FetchPoint link embedded in Power BI, SSRS, Crystal Reports, the SharePoint, Teams, or even your internal application.

Authentication

FetchPoint uses your single sign-on (SSO) or identity provider, allowing verified users to proceed without re-entering credentials. 

File delivery

The original attachment (image, PDF, Office file, etc.) appears in a secure browser window or is downloaded.

Designed for Every Team Using Viewpoint Vista & Spectrum Attachments in Construction

FetchPoint integrates with existing workflows, enabling users to find files instantly without leaving reports or applications. Integration is straightforward: IT teams simply configure FetchPoint as a secure URL provider in tools such as Power BI, SSRS, and Crystal Reports. Basic steps typically include: 1) registering FetchPoint with your identity provider for SSO, and 2) embedding FetchPoint-generated document links in selected reports or dashboards. No deep ERP customization or additional software installs are required. Most organizations complete the initial setup in just a few days with minimal disruption. 

Finance 

Accelerate closing and minimize disruption. Access invoices, signed POs, and supporting records directly from accounts payable or aging reports to speed payment posting, validation, and audit responses. 

Project Management 

Eliminate approval bottlenecks. Access subcontract and other supporting documents directly from reports related to job costs or change orders during project reviews and client presentations.

Operations and Field 

Mobile documentation support is available. FetchPoint enables users to access delivery documents, equipment certificates, and safety documentation on smartphones and tablets. Mobile access is supported on both iOS and Android devices, enabling users to retrieve attachments in Microsoft Teams and other platforms, whether in the office or in the field.

IT & Leadership

Reduce licensing costs and maintain control without additional ERP licenses or changes to the permission structure. 

Three workflows transformed – before and after FetchPoint

Before FetchPoint, manual tasks required many hours of work. Now, these tasks take only seconds.

1. Month-End Close – Reviewing Large Invoices

Before:

The controller sees an entry of $112K on the AP aging Report, navigates to the vendor record, locates the attachment, and repeats this process for each line item.

With FetchPoint, clicking the link next to the entry in Power BI instantly opens the invoice and signed PO in your browser. Coding is confirmed, and the reviewer proceeds to the next item. 

Impact:

Time required to close tasks is reduced from days to hours.

2. Preparing for Owner Meeting – Gathering Change Orders 

Before:

The Project Manager needed all signed change orders by 9 AM. They requested that accounting retrieve them from Vista or Spectrum and compile the package into a zip file. 

With FetchPoint, use the SelectView change order report to click each FetchPoint link, opening signed change orders in separate tabs for viewing or exporting. 

Impact:

Reduced preparation time from 90 minutes to five minutes.

3. Auditor -Sample Support Delivery 

Before:

The auditor requests 25 samples. Accountants export, rename, upload, and email each file, creating version-control risks and unnecessary back-and-forth.
 
With FetchPoint, place FetchPoint URLs in the auditor’s workbook. The auditor clicks to view original files without transferring them. 

Impact:

Fulfillment time reduced from days to less than one hour.

The Operational Impact of Removing Friction Points

A small change delivers significant gains. Placing document links where people already work eliminates inefficiencies and saves hours by enabling quick decisions. 

Quick decisions

Replace a 12-step process in Vista or Spectrum with a single click. Faster approval and verification lead to smoother project implementation and improved cash flow.

Fewer mistakes

Users always access the original file in their ERP, eliminating the need for PDF exports, screenshots, and outdated copies. This reduces code errors, billing issues, and rework. 

Improved collaboration

Finance, project, and field staff access secure documents from dashboards or mobile devices, eliminating the need for requests or screenshots. 

Reduced licensing

No additional Vista or Spectrum licenses are required. FetchPoint provides stakeholder access without increasing licensing overhead. 

Measured Results from SelectView Customers

Performance benchmarks drawn from example data based on SelectView customers using Vista or Spectrum. 

8× faster

Reduces a 12-click ERP navigation path to a single click. 
Based on average workflow steps observed in Viewpoint Vista. 

6 hours

Saved time per person per week
Finance, project management, and operations employees regularly use Vista & Spectrum document retrieval. 

5 to 10 days

Initial deployment period
Setup is quick. Go live with embedded FetchPoint links in 5-10 days.

This adds up for multiple users and reports each week. 

Enterprise –Grade Security, Built Around Your Existing ERP Policies

FetchPoint is designed to support your current policies and preserve your existing Vista and Spectrum security model. 

Single sign-on: 

Authentication uses your current identity provider, so you do not need to add another password to your system.

Policy enforcement: 

Each request is matched to the current Vista or Spectrum policies for the user and document. 

Secure delivery:

Document links expire after a single use and are transmitted over HTTPS. 

Stop Wasting Time Searching for Supporting Documents

See how FetchPoint integrates seamlessly with Power BI, SSRS, Crystal Reports, and more in a 20-minute free demo. Discover how easy it is to access Viewpoint Vista & Spectrum attachments directly from your existing reports and workflows. If your team relies on unique workflows or custom applications, FetchPoint can be tailored to your environment. The solution supports flexible integration options, allowing IT leaders to adapt FetchPoint to specialized reporting tools, in-house apps, or proprietary systems as needed. 

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Frequently Asked Questions