Would you like to impose the addition of receipts or documents to parts of the application?
Do you want to systematically find the supplier's invoice on the purchase concerned? Or a customer contract on every invoice? Or the carrier's pick-up slip on your delivery notes?
With the "Attachment validation" app, create your own lists of documents to be attached to each object in the application, so you can download and find them easily!
Make the deposit mandatory or not. The application displays a completion alert.
Activating the app allows you to configure file categories that you can attach to each object in the application.
Define your lists of attachments for each of the following objects:
- Purchase
- Bills
- Quote
- Delivery notes
Name the document types to be added to each object, and specify whether file uploads are mandatory or not.
When you add the file to one of these objects, select the type of file attached, in order to record the document deposit. A visual indicator will be assigned to the part to prove the deposit.
In the "'Attached files" block, the application displays a percentage filling alert, calculated in relation to the volume of oblogatory files to be submitted, which allows you to identify whether all the elements that should be added to a part have been added or are missing!
