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titleAttachments and Documents

Attachments and Documents

Fact Box for Attachments and Documents are available on Vendor Card, there are key differences between Attachments and Documents:

  1. Attachments:

    • Attachments are files that you can add to a record
    • These files can be of any type, such as text, image, pdf etc.
    • Attachments are generally used for reference purposes and are loosely connected to the record. They don't have any specific processing or workflow associated with them
  2. Documents (often referred to as Incoming Documents):

    • Incoming Documents are files that are part of a more structured process. They can be used to create transactions or records within the system.
    • These documents often go through an approval process before being posted. For example, an incoming document might be an electronic invoice that needs to be approved before it is recorded in the system
    • Incoming Documents can be linked to various transactions and can be used to automate data entry by interpreting the content of the document

In summary, Attachments are more for general reference and storage, while Documents (Incoming Documents) are integrated into the system's workflow and can trigger specific actions or approvals.

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