BulkSource supports file attachments across several areas of the platform, allowing both supplier users and customer portal users to upload and view files directly within their records. This makes it easy to keep relevant documents — such as contracts, invoices, or images — organized and accessible in one place.
Where You Can Upload Files
File attachments are supported in the following areas:
- Master Projects
- Quotes & Orders
- Network – Customers and Vendors
- Network
- Invoices
- Transportation – Logistics Providers
How to Upload a File
- Navigate to the record where you want to attach a file (e.g., a Quote, Invoice, or Master Project).
- Locate the Attachments section on the record.
- Click the Upload button.
- Select the file from your computer.
File Requirements
| Accepted file types | Any file type is accepted. Common formats include PDF, JPEG, PNG, CSV, XLS, and XLSX. |
| Maximum file size | 10 MB per file |
| Files per upload | One file at a time |
Viewing Uploaded Files
Once a file has been uploaded, it will be visible in the Attachments section of the record. Each attachment displays:
- File name
- Uploaded by (the user who uploaded the file)
- Upload date
Comments
0 comments
Article is closed for comments.