In Exact Synergy Enterprise, you have the option to link an attachment to a document. An attachment could be a price list, letter, fax, photo, etc. It’s also possible to search for a specific attachment linked to a document. You can do this as follows:
- Open the documents search page via, for example, [Documents, Reports, Documents, Search].
- Click the button ‘Customise’ on the top-right of the screen.
- In the section ‘Document’, check the option ‘Attachments’ and click ‘Save’
- The search page now contains the field ‘Attachments’, which will allow you to search for (part of) the name of the attachment.