Document Attachments
Attach PDFs, images, and spreadsheets directly to orders, quotes, POs, customers, and products, with categories for fast retrieval and a full audit trail of every upload.
- Supporting docs live with the record
Technical drawings, supplier quotes, POD photos, certificates. All attached directly to the order, customer, or PO they relate to.
- Who uploaded what, on the record
Every upload records the user and timestamp, so there's a clear history of what was provided and by whom.
- Categorise for fast retrieval
Tag files with a category (Technical Drawing, Certificate, Proof of Delivery, Contract) and teams find the right document in seconds.
What it does
Adds the ability to upload and manage file attachments on business records throughout Vertex. Users can attach PDFs, images, spreadsheets, and other documents to sales orders, quotes, purchase orders, goods receipts, fulfillments, customers, prospects, products, and suppliers, keeping all supporting paperwork linked to the record it belongs to.
What it replaces
Replaces emailing files back and forth, saving documents to a shared drive with no link to the order, or printing and filing paper copies alongside transactions.
Who it's for
Any manufacturer, distributor, or wholesaler that deals with supporting paperwork alongside their transactions. Particularly valuable for businesses in regulated industries (food & beverage, chemicals, pharmaceuticals) where certificates of analysis, compliance documents, or quality records must travel with the order. Also useful for any company where technical drawings, supplier quotes, or proof-of-delivery photos are exchanged regularly.
What problems it solves
- Supporting documents scattered across email, shared drives, and desks. Technical drawings, supplier quotes, proof-of-delivery photos, and certificates can now live directly on the record they relate to. No more hunting through inboxes or file servers.
- No audit trail for document handoffs. Every upload records who attached the file and when, so there's a clear history of what was provided and by whom.
- Hard to find the right document quickly. Files can be tagged with a category (e.g. Technical Drawing, Certificate, Proof of Delivery, Contract) so teams can filter and find what they need at a glance.