You can attach supporting documents to your transactions for better record-keeping, verification, and communication with customers. Attachments can be added while creating or editing a transaction, and selected files can also be included when sending a transaction through QuickShare via email or link.
Adding Attachments to Transactions
Within the Attachment section of a transaction, you can upload supporting documents using either method below:
Drag and drop files to upload
Select existing files from the File Manager that were previously uploaded
After attaching files, you can:
Click the attachment to view it.
Use Open Inline to preview the file directly inside Bukku.
Delete the attachment using the bin icon if it should no longer be linked to the transaction
Attachment Indicator on Transaction Listing
On the transaction list page, the Attachment column uses a paperclip icon to show whether files are attached:
Grey paperclip → No attachments added
Black paperclip → This transaction contains attachments
When you hover over the black paperclip, a tooltip will show how many files are attached (e.g., “2 files”). You can also click the paperclip to view the attached files directly.
Sharing Attachments via QuickShare (Email or Link)
When sending a transaction to your customer through QuickShare (via email or link), only attachments marked as “Shared” will be included.
To share an attachment:
Go to the Attachment section of the transaction.
Locate the file you want to include.
Tick the Shared checkbox.
When customers open the transaction:
They will see a paperclip icon on the top-right corner of the transaction.
The icon shows the number of shared attachments.
Customers can hover over the paperclip icon and click the file name to view or download the shared attachments.
