Find a file
Searching what has been attached, narrowing a long list, and getting back to the record a file came from.
Documents is one list of everything attached anywhere, which makes it the fastest way back to a file when you cannot remember which ticket it was on. Three controls narrow it: the type chips, the advanced filters and the sort.
Highlights
- Start with the type chips. Most searches are for a photograph or a PDF.
- The Associated to filter narrows by which kind of record a file hangs off.
- Folders narrow it further, once somebody has filed things into them.
- A date range finds a file by when it arrived, which people remember better than filenames.
- The Associated To column is the way back to the record itself.
Narrow the list
Go to Documents
Reach it from the tab bar, or through All Modules.
Select a type chip
Images for a photograph, PDFs for a certificate or a delivery note. Each chip carries a count, so you can see whether it is worth selecting.
Select More filters for anything narrower
Set Associated to for the kind of record, Folder if things have been filed, and a From and To date if you remember roughly when it arrived.
Select Apply
Sort by selecting a column heading
The list opens newest first, which is usually right. Sort by File to group different versions of a similarly named document.
Getting back to the record
| What it shows | What it means |
|---|---|
| A record number and a customer name | The file is attached to that document. The line underneath names the kind |
| A record kind with no number | It is attached to a record that does not carry a number of its own |
| Standalone, in italics | It is attached to nothing. Somebody uploaded it here directly |
| A folder name in the Folder column | It has been filed. Use the Folder filter to find its siblings |