xTuple.com xTupleU Blog & News Customer Support

EDI Attach PDF

Using Windows 5.1

We send out medical invoices to insurance companies.
But each invoice requires supporting documentation like a physician dictation.

We have the dictation as a pdf file attached to the invoice screen document tab.

But I don’t see any way using the edi profile to attach the supporting documentation pdf.

Now isn’t the invoice itself sent as a attached pdf using the report?

Now I know you can review the email and attach additional documents.
But they would have to open the pdf in the documents tab, save it and then attach it.

So is there any way to attach documents to an EDI Profile

Thank you