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Misplaced Document Attachments

Copper Contributor
Posts: 20
Country: United States

Misplaced Document Attachments

Hello All


Have a company that upgraded from 2011 Premium to 2013 Premium.  Both are the Windows Version.  They are a big user of MS Word attachments.  In particular, they attach the documents from inside MS Word using the "Attach to ACT!" command.  In 2011 the file attachments appear in the History TAB.  In 2013 the file attachments are ending up in the Documents TAB.  The customer would like all of the file attachments in the History TAB.  Can I make an adjustment to this setting or is this a change they are going to have to live with?


Relevant Info:

Version: 2013 Premium for Windows

OP System: Windows XP and Windows 7

Office Suite Version: 2010

Deployment: Remote Database


Thanks for your help.


Tom Koller  ACC

Bronze Contributor
Posts: 765
Country: USA

Re: Misplaced Document Attachments

Unfortunately, there is no way to retroactively do this for attachments that have already been attached without doing it manually. Going forward, however, when attaching documents to the database, they can elect to not use the Documents tab and instead use the Attach File option in the History tab to create a History with an attachment.

Elise O.
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