Ideas for Acumatica

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Document Management - Drag and Drop from Email

Many customers received vendor bills via email as a PDF attachment.  Currently they have to save the PDF and then upload it to Acumatica. It would be a time saver if they could drag the attachment and/or the entire email from Outlook and drop it into Acumatica as an attachment.  

  • Joel Gress
  • Aug 3 2017
  • Rejected
  • Attach files
  • Melanie commented
    10 Jun 10:07

    This works in Safari. I can drag and drop an attachment and an eml file. Unfortunately, none of my clients have macs.

  • Tim Rodman commented
    20 Mar 15:27

    Thanks Vladimir for providing the links. Even though this got marked as Rejected, those links provide a solution. Well done.

    One of those links mentioned that this now works natively in Chrome as of Chrome 76 so I tried it in my native Chrome 80.0.3987.149 (64-bit) and Firefox 68.6.0esr (32-bit).

    It works, but there is a gotcha. I documented it here:
    https://www.augforums.com/forums/everything-else/drag-and-drop-files-into-acumatica-directly-from-outlook/

  • Amit Gupta commented
    September 16, 2019 02:31

    Can this be enabled with the outlook integration plugin?

  • Angela Mills commented
    September 14, 2018 15:50

    Crestwood has an Add on for this at Crestwood.com.  The emails come into the standard Acumatica email functionality and display on the AP Inbox Assist Screen.  The attachments are displayed for the user to create an AP Bill and it will auto attach the file.

  • John Cooper commented
    June 22, 2018 14:20

    Vladimir,

    Thanks for looking into this request, appreciate the feedback.

    John Cooper
    Crestwood Associates

  • Vladimir Panchenko commented
    June 22, 2018 14:16

    Hi there,

    This is a nice idea indeed, but there is a technical limitation both in the browsers and Outlook.

    Modern browsers can accept only files that are located on your file system. An e-mail attachment is kept on a mail server by default, so browser can't accept it when doing drag&drop.

    It is a known issue for all browser-based application (and even for some desktop ones). You can read more about it here.

    The only possible solution is to somehow force Outlook to save a file locally before sending it to a browser. There are several Outlook add-ins on the market which can do that, both free and shareware:

    OutlookFileDrag 

    Outlook2Web

    DrapDrop

     

    I've tested it with our data entry forms, and it seems to be working just fine. I understand that it is not so convenient to install an extension to Outlook, but I'm afraid that's the only solution we have right now because this limitation is outside of our product.