My customer is importing invoice PDFs from an external sales program into AR. They use the following method. 1. Find customer. 2. Go to transactions tab. 3. Highlight an invoice. 4. Click on paperclip to attach invoice PDF.

They would like the system to automatically delete the original PDF from its original location after it has been imported into Adagio. In this way they can easily see which files are remaining for them to import. Is there an option with DocStore to do an auto delete?

Hi John,

If they are using a Browse window to locate the PDF to attach, there is a 'Move' checkbox in blue font above the File Name, which when selected will delete the PDF file from the source location at the same time is it successfully attached to the document and saved in the DocStorage folder structure. This setting should be remembered for the user ,so it does not have to be re-selected for each attachment.

There is no 'auto-delete' option if the PDF is being dragged from an email or File Explorer window.

Yes, they are using a browse window. That "move" checkbox is perfect. It works for us!

John:

If they are importing invoices why don't they import the DocStore link at the same time? Then they don't have to manually attach the invoice later.