This streamlined process saves time and effort and makes it easier to manage your important files and documents within SapphireOne. To use this feature, simply drag a document from your local computer into the Document List screen and it will be attached automatically. SapphireOne also provides users with the convenient Drag & Drop functionality to attach documents. How to Attach Documents Using SapphireOne Paperclip With the ability to store an unlimited number of documents for an indefinite amount of time, the system provides users with a comprehensive and efficient solution for managing all their important files and documents. SapphireOne’s Document Management System is highly versatile and can accommodate a wide range of document types, including Adobe Acrobat, spreadsheets, word processing documents, photo files, JPEGs, CSV files, HEIFs, and MP4 files. Additionally, the word “Items” is preceded by the number of attached documents, providing a clear and concise representation of the current status. A red paper clip indicates that there are no documents currently attached to the transaction or record, while a green paper clip indicates the presence of one or more attached documents. The color of the paper clip serves as a visual indicator of the status of the attached documents. The system also includes a dedicated page for managing documents related to a specific transaction or record, providing robust version control of the attached documents. This enables users to attach relevant documents or files to every transaction or record. The SapphireOne Document Management System (DMS) features a convenient Paper Clip button on all data entry and inquiry screens. Paperclip Management Saves Time with Easy File Attachment SapphireOne when asked to process the Requisition into Purchase Orders, will aggregate the requisitions into Purchase Orders for each Vendor in the Transaction List. SapphireOne has provision for the creation of a single Requisition for a number of different Vendors.
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