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Related documents and attachments

Documents within Zudello will often have connections to other documents or need supporting files. This guide explains how to link related documents and add attachments in Zudello to keep your records organised and comprehensive.

Best practices​

  • Link documents promptly to maintain clear audit trails
  • Add supporting attachments only when required
  • Review related documents before processing to ensure all information is considered

Related documents help you track connections between different records in Zudello. Common use cases include:

  • Relating credits to their corresponding invoices
  • Relating multiple invoices from a supplier for the same service
  1. Open one of the documents you want to relate.
  2. Click Related Documents at the top right.
  3. Click Add Document.
  4. Find the document to relate by:
    • Filtering by module or submodule.
    • Searching for the document number.
  5. Hover over the checkbox to check each document's status.
  6. Select the checkbox next to the document you want to relate.
  7. Click Select.

The documents are now linked. To open the related document, click the open document icon. Zudello automatically creates the reverse relationship, so you do not need to repeat this process from the other document.

To remove a relationship between documents:

  1. Open one of the related documents.
  2. Click Related Documents at the top right.
  3. Click the delete icon next to the document you want to remove.

Zudello automatically removes the reverse relationship, so you do not need to repeat this process from the other document.

Related attachments let you upload supporting files for documents in Zudello. Common examples include:

  • Quotes to support purchase orders
  • Price lists accompanying invoices
  • Photos of goods for receipts (delivery dockets)

Adding attachments​

  1. Open the document you want to add attachments to.
  2. Click Related Attachments at the top right.
  3. Click Upload Attachments.
  4. Add files by either:
    • Dragging and dropping files into the upload area.
    • Clicking Click here to upload and selecting files from your computer.
  5. Wait for the upload to complete.
  6. Attached files are then available for view and download by any user with the relevant permissions.

Removing attachments​

To remove an attachment:

  1. Open the document containing the attachment.
  2. Click Related Attachments at the top right.
  3. Click the delete icon next to the attachment you want to remove.

Need help?​

Contact Zudello support for assistance with managing related documents and attachments.