Tip: Searching for attachments

Written by Marcel Thijssen on . Posted in Exact Synergy

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 aanpassen ‘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.

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