Hello everyone! Before we dive in, we are thinking of those in the hurricane-impacted areas and hoping you are safe ❤️
What is new with Rundoo?
Our "Duplicate" and "Print" buttons have a new friend: the "Attach File" button 📎 This button lets you add files to things like Sold Sales, Customers, and Orders.
What are examples of files to attach?
Packing slips or invoices to vendor Orders
Tax-exempt documents to Customer accounts
Technical data sheets to Products
Where is the “Attach File” button?
The Attach File button is in the top right of transactions and blocks.
Transactions:
Sales: Drafts, Quotes, Will Call, Sold, Voided
Orders: Drafts, Ordered, Received, Paid, Voided
Transfers: Drafts, In Transit, Received, Voided
Blocks: Products, Customers, Vendors
Where do attached files appear?
Attached files appear underneath the individual block or transaction:
eg Packing slips for Orders
eg Profile pics for Customers :)
What next?
Start attaching! We’re eager to hear about the variety of attachment applications and how they improve your work streams. What do you plan to attach??