Fixed document attachments
Overview
Some files belong with every document of a kind — terms with the quote, privacy notices with the order confirmation. Instead of attaching them by hand every time, they are stored here once as an attachment and sent along automatically.
An attachment is a fixed file, not generated content. It is appended to the document PDF and does not change the document itself.
Core tasks
Store an attachment. You upload the file and define which document type and, where relevant, which brand it applies to.
Set the order. Several attachments are appended in the configured order.
Replace an attachment. On replacement the new version applies from the next dispatch — documents already sent stay as they were sent.
Fields in detail
A standing attachment goes out automatically with every document of the selected kinds — terms and conditions, privacy notice, right of withdrawal.
| Field | Required | Values / format | What it does |
|---|---|---|---|
Label label | yes | text | What the attachment is called in the list. |
File fileUlid | yes | an uploaded file | What is attached. You replace a new version here — the next dispatch takes it, old documents keep the one sent at the time. |
Document kinds documentKinds | yes | invoice, quote, order … | Which documents the attachment goes with. Without a selection it goes nowhere — the most common reason the terms do not come along. |
Brand brandId | no | one of your brands | Which brand the attachment applies to. Two brands have different terms, and that is exactly why the field is here. |
Position position | no | number | Order of the attachments in the mail. |
Active active | no | yes/no | Whether the attachment goes along. Off is the quick route while a version is being revised. |
On dispatch a standing attachment can be deselected in the individual case — it is a default, not a shackle.
Settings & permissions
Maintenance requires platform.settings.manage. Brand assignment follows the usual brand logic: without a brand the attachment applies to all.
FAQ & troubleshooting
The attachment is missing from the document. Check document type and brand — both have to match.
The document is suddenly very large. Check the size of the attachments; a scanned terms document is quickly a multiple of the document itself.
An old document shows the old version. That is correct: what was sent stays as it was sent.