Included with a module known as Custom Office the Attachment Manager allows PDFs, images or documents to be attached to a vendor, customer, job, part employee or general ledger account. You can keep important files right at your fingertips with the Attachment Manager. With it, you can attach objects such as Word documents, Excel spreadsheets, WAV files, bitmaps, and AVI multimedia files directly to records of accounts, customers, vendors, parts, jobs, and employees. You can attach existing objects or create new objects to attach. For example, you can attach requests for vacation, leave of absence, maternity leave and overtime approval by attaching completed and signed copies of the forms to the employee record. *Item to note: Attaching using Attachment Manager will increase the size of the database. Please ensure the server has enough space to handle the increased data and backup size.
Besides the Attachment Manager Custom Office also includes:
Custom Office options reside in multiple places throughout Sage Businessworks. Custom Worksheets and Targeted Mail Merge can be accessed from SM, Utilities, Reports menu in other modules. Attachment Manager can be accessed from vendor, customer, job, part, employee and chart of accounts maintenance windows.
Now let’s take a deeper look into each of these items:
Note: Sage Customer Support is not responsible for assisting with report creation. If you need additional assistance, your Sage BusinessWorks business partner may be of assistance with the creation of reports. For a list of Sage BusinessWorks business partners who specialize in this area, please contact Client Care at 800-447-5700.
If this sounds like something your company can use, please contact Sage at 800-447-5700 option 2 for further information on the Custom Office module.