Automatically import attachments into Readysell
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
Locate the ATTACHMENT-DROP folder which can be found in System Types> File Path
- Drop in any file matching any of the available file name formats documented below
- The file should be automatically attached to the related record once you click the refresh button
Available file name formats
Format | Potential Use Cases | Examples |
---|---|---|
Barcode.Extension |
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Type Key.Extension |
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Type Field FieldValue.Extension |
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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
Locate the file right click the file and go to Properties
- Click Details
If there is a name in the Title filed under the description, this is the file name that will be used in Readysell.