What is the difference between “Attach documents” and “Link documents”?

Attachments are intended to attach other important documents to the invoice before or during the approval process.

The invoice and attachment are exported together, so you get one document with the export.

Links are also possible after the export and are intended to link business transactions with each other, e.g. a down payment invoice, the final invoice and the invoice correction. These are each individual accounting transactions, which is why the three documents are listed and exported separately in the export at the end.

In this product tour, we show you how document links work.
​Take the tour

The following roles can attach documents in Candis:

Important: Only the first approver can attach documents; if you are the second or third approver, attaching is not possible.

In the toolbar of the document preview, you can select the button 'Attach'. Here you have the choice between 'Upload file' and 'Select document'.

As an approver, you can only select 'Upload file' during the first approval step. After the document has been approved, you can no longer attach it.

The following roles can attach documents in Candis:

'Select document' will enable you to attach a document to an invoice that already exists in the Candis account. Therefore, the file has to be in the 'Processing' view.

Important: Documents that are already assigned to a team member for approval can't be attached.

Your attachments will be displayed as additional pages in the document preview. The attachments are always attached to your main document (invoice). That means you will always find your invoices and as additional pages your attachments. You can switch to the next page either with the arrows, links above the document preview, or with the mouse wheel (scroll).

The individual documents are displayed left of the preview image beneath the 'Attachments' tab. In this view, we distinguish between your main document and your attachments. Additionally, you can also upload more attachments to the shown invoice from here. Attachments are permanently linked to the document and do not exist as separate documents in the 'Documents' view.
​

You want to remove your attachment afterwards? Simply go to the document to be processed that contains an attachment and click on "Attachments" in the document preview on the left.

Whether you can only delete a document or also detach it depends on how you added the attachment.

can only be deleted because they were not in the inbox before.

Important: When an attachment is deleted, the attachment is irrevocably removed from the account. If the attachment is to be reused, the document must be opened beforehand, saved locally via 'Download', and uploaded again.

can also be detached. Detaching restores the original state of the document so that nothing stands in the way of subsequent processing and release.
​

Attachments can only be removed or detached by the employees who have attached them. Administrators are exempt from this rule. They can also remove or detach documents that were not attached by them.

Important: Once the document has been exported, it is no longer possible to remove/detach attachments.

When exporting to DATEV Unternehmen online, including the captured invoice data, via the interface Rechnungsdatenservice 1.0 as recommended by us, the attached documents are transferred to DATEV Unternehmen online as well as 'geheftet'.

Links are also possible after the export and are intended to link business transactions with each other, e.g. a down payment invoice, the final invoice and the invoice correction. These are each individual accounting transactions, which is why the three documents are listed and exported separately in the export at the end.

Each user can link the documents to which they have access.
​