For those people that tend to attach a document to everything, we got a great tipf or you. asA cool BO Trick that was added is the Copy Attachment to Target Document feature. With this feature you can use the “Copy To” function in order to create a new document based in a previous one while keeping the attached file. With this feature, you can mantain a sort of log with relevant documents to the transaction process.
– To start, we need to enable the option by opening the “Administration” module, then “System Initialization” and selecting “Document Settings”
– After opening the “Document Settings” we need to check the “Copy Attachment from Base Document to Target Document” option almost at the bottom of the window.
– Now, in the Attachments tab in your A/R and A/P documents you can find a “Copy to Target Document” column that you can check if you need to carry over that document to base or target documents.