This article explains how users can configure attachment preferences for supported email and batch actions in Brightflag.
Admin users can access the AP Routes by going to Menu → Admin Settings → AP Routes.
To open an AP Route, click on the pencil icon next to it. The attachment preferences can be found by expanding the Attachment Options module next to the approval actions. Remember to click the Save button to save any changes!
See this guide for more information on creating AP Routes: How to Create an AP Route (Admin Role)
Supported Actions for Attachment Configuration
Attachment configuration is available for the following action types:
Email-Related Actions
Send Accounts Approval Email (Manual)
Send Accounts Approval Email (Matter Lead)
Send Accounts Approval Email (Fixed)
Send Accounts Notification of Approval Email
Send Vendor Notification of Approval Email
Batch-Related Actions
Batch Export
Configuring Attachment Preferences
A new UI component enables users to manage attachment settings directly. Users can select from the following document types:
Full Invoice PDF
Summary Invoice PDF
Additional Uploaded Attachments
Additional options include:
Zip attachments for delivery
Merge the invoice PDF and summary PDF into a single file (where supported)
Specify the order in which these documents are merged
Merge Configuration and Behavior
Email Merge Behavior
When the "Merged Invoice Cover Page and Summary" option is selected:
The invoice summary and invoice PDF are merged into a single PDF.
Attachments (e.g., Excel or Word files) are not merged and are either:
Included as separate files
Or excluded, based on the configuration
Batch Export Behavior
The invoice PDF and summary PDF is merged into one PDF.
Other file attachments are not merged and remain as separate files.
Users can also define the order in which documents are merged to meet organizational or audit requirements.
Please note that there is a 7mb file size limit