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Automatically import attachments into Readysell

Automatically import attachments into Readysell

Owned by Sue Michael (Unlicensed)
Last updated: Oct 25, 2019 by Peter Drill

Overview

Readysell can be set to monitor files dropped into a specific "watch folder". Files that follow specific naming conventions are automatically attached their associated transactions in Readysell.

Procedure

  1. Locate the ATTACHMENT-DROP folder which can be found in System Types> File Path 

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  2. Drop in any file matching any of the available file name formats documented below
  3. The file should be automatically attached to the related record once you click the refresh button

Available file name formats

FormatPotential Use CasesExamples
Barcode.Extension
  • Attaching signed delivery dockets, invoices or picking slips to their original transactions
  • S%Q100000.pdf
  • 7000001.doc
Type Key.Extension
  • Attaching signed contracts to cards or machines
  • Card ABC123.pdf
  • Machine 1000.jpg
Type Field FieldValue.Extension
  • Attaching supplier invoices to the Readysell invoice using the supplier's invoice number
  • Attaching receipts to supplier payments
  • PurchaseInvoice SupplierInvoice ABC-123.pdf
  • SupplierPayment PaymentReference 123.pdf

Automatic attachments to read file metadata

Overview

Readysell allows file to be dragged and dropped onto transactions.  Files that have a "Title" attribute will populate the file name automatically.

Procedure

  1. Locate the file right click the file and go to Properties

  2. Click Details 

  3. If there is a name in the Title filed under the description, this is the file name that will be used in Readysell.

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