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User Guide

QuickAttach makes managing record-linked documents effortless. Whether you are adding a vendor contract, an item picture, or a customer PO, you can do it without leaving the record page.

Using the Drag & Drop Zone

  1. Open any supported record (e.g., Customer Card, Item Card, or Sales Order).
  2. Locate the QuickAttach FactBox on the right-hand side of the page.
  1. Select one or more files from your computer and drag them directly into the "Drop Zone."
  2. The system will instantly validate the file and upload it.
    • Note: If drag-and-drop is not supported by your browser, you can click the box to open a traditional file picker.

SharePoint Folder Organization

QuickAttach automatically organizes your files in SharePoint. You don't need to create folders manually; the system creates them using the following logic:

  • Master Data: QuickAttach/Customers/CUST001
  • Documents: QuickAttach/Sales/Order/SO1001/2025-11-24

Date format can be changed in the QuickAttach Setup.

Attachment Flow During Posting

  1. Attach a document (like a customer's signed quote) to a Sales Order.
  2. Post the Sales Order.
  3. Open the resulting Posted Sales Invoice. The attachment is automatically linked and visible there, ensuring a complete audit trail without re-uploading.

Limitations

  • Credit Memos: Like standard BC, attachments added to Credit Memos do not "apply" to original invoices automatically; they remain linked to the Credit Memo record.
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