Attachments
Overview
A simple "Document Manager" that
- manages all attachments securely
- eliminates the need for hard copy retention
- Source of truth
- Disaster recovery considerations
All types of files can be attached. But if you wish to preview it, there are limitations on that. i.e. you can preview pdf and word files etc.
Best practice is to have your suppliers email you all invoices. The attach the invoice to the purchase invoice then shred the paper invoice. File your supplier invoices in Readysell rather than keeping them in a filing cabinet.
Getting Started
Reference
Buttons
Refer to Common Buttons.
| Image | Name | Description |
|---|---|---|
| Delete | Delete selected attachments |
| Open | Open to view a selected attachment |
| Save Copy | Save a copy to a local drive |
| Export | Export list view to various file types |
Fields
| Field | Description |
|---|---|
| Target Type | Object type e.g., attached via Cards, Purchase Orders |
| File Name | Attachment file name |
| Size | Size in kB |
| Created At | Attachment created date-time stamp |
| Created By | User-id that creates the attachment |
| Source | Value of the Target Type |