Attachment Search

Note

To view the legacy version, please select Legacy User Guide.

Attachments typically refer to additional files or documents that are included with the main account document to provide supplementary information.

Attachments are added to documents using the icon.

e.g. adding attachments to a Purchase Order

Any file formats are acceptable e.g. .pdf, .docx, .xlsx, .jpg.

These can include:

  • Invoices: Detailed bills for services or products provided.

  • Receipts: Proof of payment for transactions.

  • Contracts: Agreements related to the account.

  • Statements: Summaries of account activity over a period.

  • Correspondence: Emails or letters related to the account.

These attachments help provide a complete picture of the account’s history and transactions

How to view Attachments.

Viewing Attachments

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Attachment search from the Document folder or enter Attachment search in the Search option.

This will then show the Attachments on the system where normal customisation of Sets can be used.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

Create an Attachment Search

  1. Select Attachment Search from one of the options as shown above in Viewing Attachment Search.

  2. Select New.

  3. Enter the required search fields.

  4. Select Create to save the new Attachment search.

How to download Attachments.

Downloading Attachments

  1. Select Attachment Search from one of the options as shown above in Viewing Attachment Search.

  2. Download

    • Select an individual Attachment and then select the button.

      Select the Open file to show this individual attachment.

    • Select multiple Attachments and then select the button.

      This will create a Zip File which will hold the multiple attachment downloads.

      Note

      When downloading multi attachments, if there is an error with one of the files then a ERROR.txt file is added to the zip file, stating which files errored.


Updated September 2026