Where Access Document Management is installed and accessible by the user, documents such as statements or remittances can be automatically attached to customer or supplier records each time they are generated.
Follow these steps to configure this setting.
đNote: Access Document Management must be installed and accessible to your user account for this option to be available.
Attach a document to a customer or supplier record
To configure a document type to automatically attach a PDF copy to the customer or supplier record:
Click System, then click Application Configuration.
Click Documents Configuration.
Use the drop-down to select the document type.
Tick Attach PDF copy to customer/supplier.
Click Save and Close to confirm the change.
The next time the document is generated, it will be automatically attached to the record.