Load PDFs by Additional Matter Number

Load PDFs by Additional Matter Number

Summary: Attach one PDF to all orders sharing the same Additional Matter Number.

Quick answer

Name the PDF with the Additional Matter Number and use the loader’s dedicated option to attach the file to all matching orders.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Prepare a PDF with filename beginning with the **Additional Matter Number**.
    media/load-pdfs-by-additional-matter-01.png

    [Insert screenshot for Step 1]

  2. Open **Load PDF by File Name** and select the **Additional Matter Number** option.
    media/load-pdfs-by-additional-matter-02.png

    [Insert screenshot for Step 2]

  3. Run the load; the system attaches the PDF to all orders with that number.
    media/load-pdfs-by-additional-matter-03.png

    [Insert screenshot for Step 3]

Confirm it worked

All orders with the Additional Matter Number show the new attachment.

Troubleshooting

If no orders receive the file, ensure orders were created with the exact Additional Matter Number and that the filename prefix matches.

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