Good Afternoon

Can you please first specify on exactly which screen/s you want to add/attach a link?

How to do it is of course different between different type of Evolution screens.

Kind regards

Bennie 

Hi Bennie

I assume they want to load it against a customer. Or perhaps to the last tax invoice to the customer...so if they open the invoice, the accompanying documents are there. I remember other versions of Pastel having this function. I did email Evolution Support and they said its not possible in Evolution, the code does not allow for it.

Do you have a workaround?

Hi Bennie

I assume they want to load it against a customer. Or perhaps to the last tax invoice to the customer...so if they open the invoice, the accompanying documents are there. I remember other versions of Pastel having this function. I did email Evolution Support and they said its not possible in Evolution, the code does not allow for it.

Do you have a workaround?

Good Afternoon

To insert a note or any document type on any source document, e.g. Invoice, GRV, Sales order etc, do the following:

1) On the relevant transaction screen, e.g. Invoice, click the Open button at the top

2) Search for the relevant processed or unprocessed document so that its listed on the grid below, but not yet opened to the front screen 

3) Right click on the listed document and click on Notes

4) On the opened Notes screen, right click and select Insert Object 

50 You can now browse and attache any document e.g. PDF , Word doc

Kind Regards

Bennie 

Wow ok that is very interesting...but - no PDF option and if I insert from file it only inserts it as a picture in the note. If I insert word etc it gives me that type of document interface, it doesnt add as an attachment.

But thanks very much, there is a use for this aswell that I can implement.

Hi there

There is an option called Create From File in step 5 above. Then you can browse for any type of file, including PDF files.

Kind Regards

Bennie 

Hi Bennie,

Your tips are very useful, much appreciated. I have tried saving my documents the way you mentioned here but when I open notes again to view the saved document it displays empty screen. Have I done something wrong here?

Regards

Waheed 

Hi Waheed

Please do the following:

Log a new query with Sage Evolution Support for my attention. I will then formally contact you and get your query resolved

Kind regards

Bennie