Document attachment management made easy
In the dynamic world of B2B transactions, we understand the challenges you face in managing a multitude of documents critical to your workflow. With our latest Document Attachment Management feature, you can now seamlessly connect attachments to your primary document.
Connect attachments to your primary document seamlessly using Rossum's context action on the dashboard and annotation screen
Key Benefits
Easy document association: Say goodbye to the manual hassle of maintaining references! Our feature enables you to effortlessly link supporting documents to the primary document, creating a centralized repository for easy access.
In-app attachment recommendations: Rossum offers suggestions for possible attachments based on various criteria (e.g., records created as a result of splitting one document, documents from the same email thread, other documents from the same sender).
Comprehensive transaction workflow: From invoices and purchase orders to proof of delivery and customs declarations, this feature caters to a diverse range of document types, ensuring a smooth and organized workflow.
Attach backup or supporting documents to the main invoice or purchase order.
Match summary orders with partial invoices, enhancing accuracy and efficiency.
Link proof of delivery with supporting documents such as packing lists, Bills of Lading, and Air Waybills.
And more!
How it works
Connect attachments to your primary document seamlessly using Rossum's context action on the dashboard and annotation screen
Preview attached documents directly from the dashboard with a new icon or through a quick link on the annotation screen.
Attachments can also be maintained and accessed programmatically via API.
For existing customers, Document Attachments can be enabled upon demand - just get in touch with your account manager.
