Attaching documents to an order (line)
In Tradecloud you can upload and attach files in several ways. It is possible to upload files to orders and order lines via the portal but files can also be uploaded and attached (automatically) via the API integration.
Uploading via the portal
Every user can upload file via the portal, it works more or less in the same as uploading files to Dropbox or Google drive. Here is how it works:
- You log in to Tradecloud
- Find the order or order line where you want to attach a file to
- Click on the blue paperclip in the action column on the left
- Select upload and pick the file you want to attach to the order or line
- Optional: specify the document type, document name or document description
- Click attach to finish
Only one file can be uploaded at the time. Reason for this is; for lots of the companies it is required to specify a document type before attaching a file to an order (line).
NOTE: Attaching documents will only trigger a webhook, not a task for the other part. If you want to be sure the documents will be noticed, then send a conversation message to your supplier/customer to inform them about your uploaded file.
Uploading via API
Uploading and attaching files via the API can be very useful when you have to send product drawing or packaging instructions to your supplier every time you order specific products. Via the API you can automate this process and prevent human errors.
You can read the more technical documentation about the Documents API here.