Attachments & Links

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Attachments and External links are a great way to keep all information together on the Transaction itself. 

Attachments 

You can add multiple files to transactions, so you and your peers can easily contextualize a transaction in the way that you think is best. You can upload images and files (.jpeg, .jpg, .png, .gif, .tiff, .webp, .PDFs, .txt, .csv, .ofx), maximum attachment size is 20MB. There is no limitation on the total number of attachments added by a user. 
Other types can be uploaded to your preferred cloud storage, such as Google Drive, and add as an external link on your transaction. 

How to add attachment? 

1) Click on the paperclip on the input and follow the upload flow.

2) Attach files on the gray form section. This action will automatically create a transaction and all files will be part of it.

Drag and Drop new transaction

3) Record new entries by dropping files into the white space below the transaction list. Each file will become one new draft.
Drag and Drop new drafts

4) Add attachments to existing transactions by dropping one or more files on the transaction where you want to add the files. Drag and Drop new attachment on transaction

Where ever you drop an  OFX or CSV file all entries in the file will be recorded as individual drafts.

Edit Attachment 

1) To remove, click on the "X". You can delete attachments and the activities will show who deleted what files in the transaction history.

2) To insert more files in the same transaction, click on the paperclip. 

View Attachment

Click on the paperclip on the transaction and the attachment pops up.

Links

External links (URL)  

Add external links, to keep reference of other information related to a transaction.  You can add more than one link to a transaction.

Add External Links

Copy the URL on the input field and record the transaction. Currently it is not possible to edit or delete external links. 

Access links

Click on the external link icon on the transaction and it opens on a new tab. 

Note:

  • You can add both an attachment and external links to Transactions. 
  • Cellphone Transactions are recorded with a geo reference link. 

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