What a "link" really is
In Exchequer, a link on a customer, supplier, stock item or transaction is a pointer to a file, not the file itself. It might look like this:
X:\SCANS\COMPANY1\supplier_abc_123.pdf
The file usually lives in a shared folder on your network, often a document store of scanned invoices and orders.
What the Export Tool does with links
- It extracts the link details (the file path or web address) in JSON, alongside the record they belong to
- It doesn't fetch the files themselves
For most businesses that's enough. Copy the document folder as well, and you have both halves: the link telling you which record it belongs to, and the file itself.
When it gets more complicated
Some set-ups make that harder: links spread across many folders, drive letters that have changed over the years, or thousands of files to match up. For these we have bespoke routines that fetch each linked file and keep it matched to its record, so it's ready to move.
If you use V1 (VersionOne) document storage
V1 is a document storage add-on some larger organisations used with Exchequer. It replaces the standard links with its own button, and Exchequer doesn't hold the document details in its own data. So a standard extract can't see them.
We have a separate bespoke process for V1. It uses V1's own standard tools to find, list and retrieve your documents.