How to pull in a file attached to a document field on an invoice record onto a saved search?

AI generated answer (using internal Slack threads):

To pull in a file attached to a document field on an invoice record onto a saved search, you can use a join for File Fields and select the URL field. This is possible as long as the record can have an attachment. This is not in the criteria of a saved search, but in the result tab. When you select the field for the column, scroll down in the drop-down list for the field selector till "..." anything below are join options for other record types. Look for the file field and select it, another pop box will open and will let you select the desired field/fields from that record type. If you want to add a result column in a saved search that shows PDFs attached to the record/transaction, you can use

{file.name}

. If you want to view which record a file cabinet document is attached to, you can set a transaction search. The criteria is set for any transaction with a file attached. The results show the document number and file attached. You can use a filter to narrow down the file you are looking for or sort by file name as needed. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******