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Select your attachment from the list and confirm your choice. The attachment will now be displayed at the bottom of the window, under the invoice.
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Editting Attachments in Ledger Entries and Posted Documents
The standard version of the Attachment Viewer does not allow editing attachments in ledger entries or documents that have already been posted. We designed a secure three-level editing system in case you need to do some additional changes.
1st level: No editting is allowed
At this level it is not possible to do any changes in the documents attached to your Posted Purchase or Sales Invoices or Credit Memos as well as to General, Vendor or Customer Ledger Entries.
2nd level: Checkbox in User Setup
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At this level, you can enable the adding of supplementary attachments to the pages above for individual users. The functionality can be set in User Setup by adding the checkbox called Allow Edit Posted Doc. in Att. Viewer using the Personalize action.
Once the Personalize mode bar appears below the main control bar, click the + Field button and the window on the right will show you the available fields that can be added to this page.
Select the field Allow Edit Posted Doc. in Att. Viewer and drag it to the settings page. Confirm the customization by clicking the red Done button in the upper right corner.
Then you check the checkbox for the specific user for whom you want to allow additional attachments.
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This functionality will be available only to that person, and they will not be able to delete attachments, only add them. |
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3rd level: Toggle button in Attachment Viewer Settings
At this level, you can enable the adding and deleting of attachments to the pages above to all users in the system. Similarly to the second level you need to add the corresponding field through the Personalize mode first. This time go to Attachment Viewer Settings, activate the Personalize mode and add the Posted document editable toggle button to the settings table. Confirm the change.
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Turn on the switch. The following window will appear asking you to enter a password that will be sent to you upon request.
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Please note that once this functionality is enabled by one user, the icons for editing attachments are automatically displayed to all other users working in the company. Therefore, we recommend that you use this functionality only once to edit a specific document or entry, and then either disable it in the Attachment Viewer settings or hide it completely using Personalize mode. |
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Bulk Attachment Download in Attachment Viewer Settings
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