IBM Sustainability Software - Ideas Portal
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Status Functionality already exists
Workspace IBM Envizi - ESG Suite
Categories Base Platform
Created by Guest
Created on Dec 13, 2024

RELATED IDEAS

Ability to Attach Multiple Invoices at One Time

See this idea on ideas.ibm.com

Request the ability to attach multiple invoices at one time when adding file attachment to records.  Often times there is a need to attach more than single document and this would save a lot of time.

Idea priority Low
Needed By Not sure -- Just thought it was cool
  • Post comment
  • Admin
    Yas Karunatilake
    Reply
    |     Mar 16, 2025

    Thank you for raising this idea.

    It is currently possible to upload multiple attachments to the same record using the bulk upload as long as each attachment matches the record reference as described here: https://www.ibm.com/docs/en/envizi-esg-suite?topic=managing-adding-notes-attachments#concept_yn1_bwk_pcc__title__4

    e.g., if you had a record reference "reference123" and there were two invoices related to this, if you name the files as below they will both be attached to the record:

    1. <Organization Name>~Item~reference123~invoice1

    2. <Organization Name>~Item~reference123~invoice2


    Note that we are also about to release an enhancement to the attachment connector to allow a single attachment to be linked to multiple account records.

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