Currently, the process for attaching a large number of documents through the "DM Transaction Attachments" is cumbersome and takes a long time.
If a user wanted to attach something as part of a series of over 100 documents (such as material tickets), first they would have to take the time to rename all of their scanned/created files so they would know what they are attaching. Then, it can take a user over 8 mouse clicks to accomplish the task of attaching a single document. A user needs to select the transaction type, locate the transaction, identify that they wish to make an attachment to the transaction, click to add a document, browse/locate the document, open the document, add the document, and exit out of the attachment form.
We believe the process to attach documents in this module requires too many clicks. The program that we previously used enabled us to attach hundreds of files in just a matter of seconds because it required only one click to attach a file.
To simplify the process of attaching in DM Transaction Attachments, we would like see a drag and drop feature added. We think this would greatly streamline the process. An added benefit would be that documents could easily be attached from emails without having to first be saved.
Anything that can be done to reduce the number of mouse clicks required to attach a document in this module would be helpful. Thank you.
Guest
| Company | River View Construction, Inc. |
| I need it... | Yesterday...Come on already |
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We have the same problem. Especially with Subcontract billing reports. We need to scan the SL Subcontract Billing Report to the A/P transaction after it is signed off on. I normally have a stack of about 30-40 that I would like to be able to scan in and then drag and drop! It would be a time saver for sure.
We have the same problem also. We frequently attach waivers and other misc invoice backup that we did not have at the time of posting. It would be nice to drag and drop.
We attach our backup paperwork (invoice scans, statements, fleet maintenance paperwork, etc) to the accompanying entry. This is done weekly with invoices, and several times a month with other documents.
How frequently is this scenario encountered? And what type of documents are you attaching after the closed period?