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

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

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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