Conferma Pay online allows a user to upload a document at the time of Deployment which is relevant to the order. e.g. Purchase Order.
There are two ways that a document can be added to a Deployment.
The first is through the Deployment process, as shown above in the new Document Upload section. Select Choose File and search for the document to be linked. N.B Only one document can be uploaded at this point.
The second way a document can be uploaded is when a user is in the Amend mode, the screen will display a Documents section. From here, there is an option to add or remove documents.
The Document Upload feature is available for all spend types.
The maximum file capacity for each Deployment is 5MB and can only be uploaded in the following formats: TXT, JPG, JPEG, PNG, XML, CSV, XLS, XLSX, DOC, DOCX, GIF, PDF, TIF, RTF.
When a document is added in it can also be viewed in SNAP and vice versa. Both products are linked for this feature.