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Attachments

New Member
Posts: 1
Country: USA

Attachments

When I attach a document to a customer, can I then delete that document from the original folder that the scanner uses?

 

Doesn't ACT save the document on their database?  so I don't need retain it locally?

 

I do use a backup service.

 

Thanks -

Beth

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Attachments

Hello Beth,

Welcome to the ACT! Online Community!

 

You are correct, when a document is attached to the database - a copy of the document is stored within the database (within the 'databasename - database files\attachments' folder).

 

Retaining the original is going to be a personal preference, but I would recommend allowing the backup service to copy it before deleting it.

Greg Martin
Sage