Home Key Features Attachments
Key Features
Attachments
Overview#
Files can be uploaded or linked to data such as Customers, Suppliers, Items and Transactions. For Customers, Suppliers and Items attachments are created from the Attachments tab. For Transactions, notes and attachments are added by clicking Actions (button) > Add Attachment/Link from the transaction. You may only Edit or Delete attachments they added. Settings#
Desktop: Attachments are a built-in feature and no settings are required.Tracker App :Desktop Web App: The general setting General > Tag used to assign Attachments to Transaction Items (e.g. _X00 - 00 = Item No.) sets the tag that links an attachment to a transaction item. For example, with the tag _X00, the 00 is replaced by the item number.Attachments Tab#
Info The Attachments Tab is added to Customers and Suppliers by default. It is one of the tabs that may be added to Items.
Button Description Add Attachment Opens an interface from where an attachment can be linked or uploaded.
Fields Explained#
Field Description Upload details The Name of the attachment – the user who uploaded it: the date it was uploaded. Last accessed The user who last accessed it: the date on which it was last accessed. Right-click context menu Copy Link to Clipboard Edit Delete
Edit Attachment Interface#
Buttons Explained
Button Description Open Opens the attachment. Save Saves any changes. Close Closes the Edit Attachment popup.
Fields Explained
Field Description Description Enter a description for the attachment. Type Select one of these types:Document (.pdf) File Link (Default option) Image (.jpg, .png) URL/Filename Paste a URL. ... : You can click the three dots (...) on the URL/Filename field to open a file browser and select the file from their local drive.
Transactions#
Info Attachments can be added by clicking Actions (button) > Add/Attachment/Link. Once clicked a Notes and Attachments Panel is opened on the right along with the Edit Attachment popup.
The panel displays notes and attachments applicable to the transaction flow, and attachments linked to items used in the transaction.
List View#
Buttons Explained
Button Description Add Attachment: Adds an attachment.Note: Adds a general note.Phone Call: Adds a note with the heading Phone Call.Video Call: Adds a note with the heading Video Call.Message: Adds a note with the heading Message Call.Visit: Adds a note with the heading Visit.Demo: Adds a note with the heading Demo.Task: Adds a note with the heading Task.Refresh icon Refreshes the display to include notes or attachments created since the panel was opened. Chain Link icon Synchronises the Notes and Attachments with the open transactions.
Fields Explained
Field Description Top Line Transaction Code and Number. Linked to Company Checkbox. If checked, the attachment is linked to the company. Expand Checkbox. If checked, the notes are expanded.
Edit Attachment Interface#
Buttons Explained
Button Description Open Opens the attachment. Save Saves any changes. Close Closes the Edit Attachment popup.
Fields Explained
Field Description Description Enter a description for the attachment. Type Select one of these types:Document (.pdf) File Link (Default option) Image (.jpg, .png) URL/Filename Paste a URL. ... : You can click the three dots (...) on the URL/Filename field to open a file browser and select the file from their local drive.Transaction Item A dropdown list of items on the transaction.If an item is selected, the attachment is linked to the item. Else the attachment is linked to the transaction header.
Output Pipelines#
The Data Pipelines for image Output Templates are listed in Output Data Pipelines .
When a machine is selected in a Flexo Tooling estimate, the MachineID is copied to VATITEMS.MATUNITID field. This link shows the attachments linked to the machine as part of the Transaction's notes and attachments. Image Hosting#
Images can be hosted online and linked to document templates. Watch a Video Tutorial .
Learn More
