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Sage Paperless Construction has the ability to add linking files to the attachment system of the Sage 100 Contractor or Sage 300 CRE system, which provides a mechanism to show all related files stored in Sage Paperless Construction when the paperclip is clicked in the respective accounting program. Use the Attachment Synch Configuration dialog to configure which records in the accounting database are linked to Sage Paperless Construction through “paperclip” links.

 

For Sage 100 Contractor see Sage 100 Contractor Attachment Sync Setup

For Sage 300 CRE see Sage 300 CRE Attachment Sync Setup

For Sage 300 CRE Service Management (SM) see Sage 300 SM Attachment Sync Setup