Articles tagged #ATTACHMENT
Articles tagged
#ATTACHMENT
Display Files Attached to Records on a Transaction Saved Search
Users need to create a Saved Search todisplaythe attached Files on transaction records on a column with a live hyperlink that allows the download of the file.
Create a Saved Search to Display Sales Orders with No Files Attached
User needs to have Transaction Saved Search to display Sales Orders with no files attached under the Communicationtab > Files subtab.
Saved Search > Expense Report with line attachment
In an existing Expense Report Saved Search, want to add the line attachment.
Email Transactions (Invoices/Cash Sales/Sales Orders) to Customers as PDF attachment instead of HTML
Transactions are emailed to recipients as part of the body of an email instead of as a PDF attachment.
Select a Default Folder in File Cabinet for Uploaded Expense Images
Select a Default Folder in File Cabinet for Uploaded Expense Image.