Tag & Attach Support Documents for Later Reference

We've streamlined the process for handling non-bill/receipt documents that users may need to reference or attach later, eliminating the need for manual downloads and reuploads.

1. The Challenge

With auto-forwarding, users often receive non-bill/receipt documents (e.g., shipping summaries, packing slips, log reports) that end up in the Bill/Receipt Review Dashboard, even though they don’t need immediate processing.

Previously, the only option was:
❌ Download the document to a desktop folder
❌ Label and organize it manually
❌ Reject the document in MakersHub
❌ Later, re-upload it as a support document when reviewing the related bill/receipt

2. The Solution: Tag & Attach Support Documents

We’ve added a one-click workflow to handle this efficiently:

✅ Tag as Support Document – Instead of rejecting a non-bill/receipt, users can now tag it for later use.
✅ Optional Tagging – Users can label the document (e.g., "Packing Slip," "Shipping Summary") for easy reference.
✅ Auto-Organized in MakersHub – These tagged documents are removed from the bill/receipt review count and stored under "Support Documents."
✅ Instantly Available When Needed – When users review a bill/receipt from the same vendor, previously tagged documents appear under "Related Documents."
✅ One-Click Merge – Users can preview the related document and merge it as a support file with a single click.

Why This Matters

✔ Eliminates tedious download/reupload steps
✔ Keeps non-bill/receipt documents organized within MakersHub
✔ Ensures quick access to relevant documents when reviewing bills/receipts

This update significantly simplifies document handling, making it easier and faster to keep vendor records complete and well-organized. 🚀

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