Data capture services attachment policy


Data capture services attachment policy

The business document (invoice/credit invoice) can have attachments along with the Scan and Capture and SmartPDF services email.

Below file naming policy must be followed to ensure, that the attachment is available for the recipient.

Adding an attachment

 

Special attachment rules

It's recommended to send only one business document (invoice/credit invoice) with attachments in a single email. If the email contains multiple business documents (invoice/credit invoice) below rules are applied because each business document is separated as a PDF file. The attachment's linking is done with the filename rules.

Email attachments Outcome
  • some.pdf
  • some_attachment.pdf
  • some_attachment1.pdf
  • some_attachment2.pdf
  • some_attachment3.csv
  • another.pdf
  • another_attachment.pdf
  • another_attachment1.pdf
  • another_attachment2.pdf
  • another_attachment3.docx
  • abc.pdf
  • abc_attachment.pdf
  • abc_attachment1.xls
  • 1234some_attachment.pdf
  • some1234_attachment.pdf
  • There will be 5 business documents
    • some.pdf
    • another.pdf
    • abc.pdf
    • 1234some_attachment.pdf
      • Delivered individually to the recipient
    • some1234_attachment.pdf
      • Delivered individually to the recipient
  • some.pdf will have the following attachments
    • some_attachment.pdf
    • some_attachment1.pdf
    • some_attachment2.pdf
    • some_attachment3.csv
  • another.pdf will have the following attachments
    •  another_attachment.pdf
    • another_attachment1.pdf
    • another_attachment2.pdf
    • another_attachment3.docx
  • abc.pdf will have the following attachments
    • abc_attachment.pdf
    • abc_attachment1.xls
  • document.pdf
  • abc.xls
  • 123.csv
  • xyz.docs
  • def.tiff

  • There is a single business document PDF: document.pdf
  • Only files such as csv, Word, Excel, Ppt, and text are accepted
  • Other extensions must follow the rule mentioned to have an "attachment" in the name (see above rule)
  • document..pdf
  • document._attachment.pdf
  • document._attachment1.pdf
  • document._attachment2.pdf
  • document._attachment3.csv
  • There is a single business document PDF: document.pdf
    • Other PDF files are attachments to the business document
  • Only those files will be added where we have the document._attachment filename