We have the ability to attach documents to our transactions by using attachment feature in Sage X3. But have you faced a situation where you moved your server and then it’s a bit difficult to manage the attachments? To overcome this situation we can define some centralized path for all the attachments as demonstrated below.
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- Navigate to Common Setup ->General Parameters -> Parameter Values
- Click on ADX Adonix -> Folder -> Select your folder.
- Right click on INT group to get details.
- Define a common location (may be shared or network) for parameter ‘Attachment directory’
Now when user will attach a file to a records e.g. Sales order or Vendor or customer while defining the path for document user will enter % as shown in below screenshot.
(Assumption: The attachment documents are moved to common folder defined in DIRPCE path.)
Enter document name as ‘%filename.doc’. Then X3 would automatically translate % to common path set in DIRPCE parameter.
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