Data capture services attachment policy

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

The below file naming policy must be followed to ensure the attachment is available for the recipient.

Adding an attachment

 

• The business document (invoice/credit invoice) must be a PDF file
• Following attachment document types are allowed*: png, jpg, docx, csv, xlsx,pdf, and tiff
  
  • * Note different scenario rules below
• The actual business document and the attachment must be linked with filenames**
  
  • The business document can be named freely.
    
    • Exception: The PDF filename should not contain special characters or leading/trailing spaces in the filename.
  • The attachment's filename must start as the name of the business document, followed by '_', and then the 'attachment'.
    
    • Filename patterns as <BusinessDocumentFilename>_attachment. <FileExtension>
      
      • Example:
        
        • Invoice number 100500 with the filename as 100500.pdf.
        • If there would be attachments to this, then the attachment's filename must be 100500_attachment.doc.
    • ** Note different scenarios

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