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Q. How do I resize my invoice attachments?: 000003319

Article Number: 000003319

Before you begin, please check the file extensions allowed in the attachments pop-up window for the file types supported.
 

If you're using a Mac:

  1. Find the attachment on your desktop or folder
  2. Right click on the file and choose 'get info'
  3. Check the file size and make sure it is under 5mb
  4. If it is over 5mb, follow the directions below:

To resize a PDF over 5mb:

  1. Right click on the file and open with preview
  2. Find the required pages to attach from the thumbnails section
  3. Drag the pages to your desktop

 To resize an Excel file over 5mb:

  1. Copy and paste the required data into a new spreadsheet
  2. Save the new spreadsheet

 If you're using a PC:

  1. Find the file on your desktop or folder
  2. Right click on the file and choose 'properties'
  3. Check the file size and make sure it is under 5mb
  4. If it is over 5mb, follow the directions below:

 To resize a PDF over 5mb:

  1. Download a free application called PDF Creator if you do not have it installed already
  2. Open the file
  3. Click on print file
  4. Choose pages you want to print then save

 To resize an Excel file over 5mb:

  1. Copy and paste the required data into a new spreadsheet
  2. Save the new spreadsheet

 

Once you have consolidated your data, please save as one of the supported file formats listed on the attachments pop-up window.

 

 


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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

Q. How do I assign branches to our portal users?: 000008574

Branch permissions allow account admins to give access to specific data in the portal.

Q. How do I merge/combine my Taulia accounts into one?: 000003598

If you have more than one customer using the Taulia Portal and you need access to two or more accounts with the same login, you can combine your customers to one login.

Q. My account is locked. How do I reset my password?: 000003590

Your account will lock if you enter your password incorrectly more than 5 times. You will need to reset your password in order to unlock your account.

Q. How do I create an invoice from a purchase order (eFlip)?: 000003324

Create an invoice against a PO through the portal.

Q. How do I add or update my bank account/information?: 000003497

Manage your bank information through the portal!

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