Set the Primary Attachment for Signature Stamps

You can select which attachment is the first shown in the list in DPF. The primary attachment is the document that will be stamped by DPF with the approval signatures, so we always recommend to set a PDF document as your primary attachment. Note: this applies to all transaction types EXCEPT for timecards and purchase orders, as the timecard or order will always be the primary document in those modules.

While the transaction is in the Drafts section, click the Edit button, and tick the checkbox next to the attachment name. This will set the new primary document in the attachments.

Open

1. The Primary Document is highlighted in green.

2. Only the primary document will have the approval stamps applied to it.