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Saved Search for Documents Linked to Transactions / Entity Records

edited Feb 25, 2020 8:43PM in Ask A Guru 2 comments

Any suggestions on how to build a Saved Search to identify where a Document store in the File Cabinet is linked to?

There doesn't appear to be anything on the Document record to show this.

I can't see a Saved Search option for Files.

I assume I would have to do separate searches for Transaction, Suppliers etc to find them, but even then I can't find a way to return details of the linked documents....

Any thoughts?

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