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Attachments & Linked Documents

Every document has two extra ways to hold related information beyond its extracted fields, both found on the document detail page.

Attachments​

Attachments let you keep supplementary files alongside a document's main page image - for example, a covering email, a supporting spreadsheet, or extra photos.

  • Accepted file types: images, PDF, Word (.doc/.docx), Excel (.xls/.xlsx), PowerPoint (.ppt/.pptx), and plain text (.txt).
  • Add an attachment from the Attachments card using the Add button.
  • Image attachments (.png/.jpg) show a thumbnail preview; other file types show a generic file icon.
  • Click an attachment to open it in a new browser tab, or use the X button to delete it.

You can also attach a file to every document in a batch job at once - see Reviewing a Batch Job.

Linked Documents​

Linked Documents let you connect two related document records - for example, tying a purchase order to the invoice that was later raised against it.

  • From the Linked Documents card, click Link, then search for and select the document you want to connect.
  • Linked documents show their document number and Document Type, and are clickable to jump straight to them.
  • Use the X button to remove a link (this only removes the connection - it doesn't delete either document).
note

Linking is one-directional in how it's created (you link from the document you're viewing to another), but once created it appears as a connection between both records.