Data capture services attachment policy
The business document (invoice/credit invoice) can have attachments along with the email on the Scan and Capture and SmartPDF services.
Below file naming policy must be followed to ensure, that 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
- 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 'attachment', followed by '_', and then the name of the business document.
- Filename patterns as attachment_<BusinessDocumentFilename>.<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 attachment_100500.doc.
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
|