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