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Finding all attached documents with specific text in the title

Copper Elite Contributor
Posts: 175
Country: USA

Finding all attached documents with specific text in the title

Is there a quick way to search for and print all attached documents that are attached to the documents tab and have specific characters in the file name?  I want to find all of the documents that start with AI.  It's the naming sequence we use for all of our Additional Insureds.   I was hoping they were all perhaps kept in one folder on the computer. I think they are. But, I think ACT renames them with a number. Is that correct?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Finding all attached documents with specific text in the title

Hello tbudde,
You can use the Search feature to do this if you have ACT! 2012 or 2013. Instructions for this feature are in the this Knowledgebase article: http://kb.Sagesoftwareonline.com/cgi-bin/Sagesoftwareonline.cfg/php/enduser/std_adp.php?p_faqid=2803...

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Elite Contributor
Posts: 175
Country: USA

Re: Finding all attached documents with specific text in the title

Thanks, Greig!  I'm looking at options to upgrade now.