Configure Attachment Preferences for Email & Batch Actions

This article explains how users can configure attachment preferences for supported email and batch actions in Brightflag. 

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