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Keep email and attachments together

We have two document definitions, one for email body and another for attachements(invoices) 

when an email arrives the email body is exported, but same batch has invoices which need verification. 

is there a way to keep all the documents in a batch in the same stage. 

i.e.: if invoice documents are in verification stage then batch should stay in verification stage so that verification operators may view the email and invoice together at all times.

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2 comments

  • Avatar
    Rahul Kapoor

    This is possible just by doing small configuration change in your workflow.

    In your Project properties, go to the workflow tab and update the workflow stage properties for Verification and Export stage to "wait for all documents of a batch".

    Regards,
    Rahul Kapoor
    www.linkedin.com/in/rahulkapoor309/

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  • Avatar
    Sachin Bhutani

    Thanks Rahul! 

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