This article covers:
- The document attachment feature in Rossum and its practical benefits for your daily tasks
- How the document attachment feature works
- Current limitations of the feature
Document Attachment Management in Rossum
B2B transactions often involve the exchange of various documents, received independently or generated after the splitting of larger batch files. Customers, in turn, grapple with the need to manually or programmatically maintain references to related documents. This is crucial not only for the smooth progression of the transaction workflow but also for audit purposes. Rossum’s latest feature allows users to link attachments directly to the primary document through a simple context action on the dashboard and annotation screen. This solution empowers users to effortlessly associate supporting documents, creating a comprehensive and easily accessible repository throughout the entire transaction processing workflow.
Benefits in the Accounts Payable Domain
For Accounts Payable professionals, this feature proves invaluable. Users can now attach backup or supporting documents to main invoices or purchase orders. This could include proof of work, lists of materials, contracts, and more. Furthermore, it facilitates the matching of summary orders with partial invoices, streamlining the AP process.
Advantages in Logistics
In the logistics sector, where documentation is paramount, this feature shines. Proof of delivery, an essential document, can now be linked seamlessly with other supporting documents such as packing lists, Bills of Lading (BoLs), and Air Waybills (AWBs). Additionally, for customs declarations, which often consist of diverse document types, this feature provides an organized and efficient solution.
What’s New and How It Works
- You can link attachments via a context action on the dashboard and annotation screen.
- Access Attachments Drawer to preview attached documents directly from the dashboard using a new icon or via a link on the annotation screen.
- Rossum offers suggestions for possible attachments based on various criteria (e.g. records created as a result of splitting of one document, documents from the same email thread, other documents from the same sender).
- Users can search for any document accessible in Rossum and add it as an attachment.
- You can remove links in the Attachments Drawer for flexibility.
- Programmatically retrieve and maintain attached documents via API (relation object).
- Only documents already uploaded/imported into Rossum can be linked as attachments.
- All roles can create or remove attachments, except Annotator Limited and Viewer roles, which can only preview attachments.