Accountants Enterprise only
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To view documents added or linked to a client from the Assignment Details page > Documents tab
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Click Contacts > Open > Assignments on the toolbar. The Find Assignments page opens.
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Find and open the required assignment. The Assignment Details page opens.
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Click the Documents tab. The documents for the assignment display. By default, only documents for the last 18 months are displayed.
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In the Search for section, you can either:
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Enter the text that you are looking for in the Text field. This can be text from the document title or extra fields.
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Enter the document number in the Reference no field.
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You may refine your search using the following:
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Display documents from — you can select to extend the search for documents based on a certain date. Enter the date in the format dd/mm/yyyy or select a date from the drop-down calendar or select Today for today’s date.
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Include extra fields — include extra fields in the search.
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Include Archived items — include archived documents in the search.
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Show All documents for Client — display all the documents related to the client.
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Click Search or press [Enter]. All documents matching the entered search criteria are listed. Documents with attachments have an
