[DM] How to improve your search result in DM Attachment Index Search Form

Steps for Searching Attachments

1. Add Fields to the Grid:

   • Click the Grid Options button to open the DM Attachment Grid Options form.

   • Check the fields you want to include, then click OK and Search.

2. Grid Settings are Saved:

   • Your selected fields and any column order changes will be saved for future use.

3. If You Can’t Find Attachments:

   • Consider doing an Attachment Index Refresh.

   • Tip: Make sure your search criteria matches the attachment index. For example, searching with AP Co or EM Co for a JB Progress Billing attachment won’t work if the index only includes AR Invoice and Contract.