21-Send Email Function - Send sales document by email
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Setup
i. STMP account for send out the email is required.
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3) System will find the document(s) and attached to the email box, user can preview the attached file, edit the recipients or email body before send.
Field | Description | |
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To | Default from Customer Card Invoicing Email Recipient | |
Subject | Subject Line generated by system, <System Company Name> - <Document Type> <Document No> | |
Attachment | PDF file for the sales documents. User can click the ... button to preview the document if needs. |
Email Body | Salutation - default from Customer Card Invoicing Email Contact Body - default by system "Please find the attached file you requested." |
4) To send the document
System will default the option edit in outlook for allow user further edit the document or add other attachment to the email before send.
- If need to edit in outlook, click OK button
- If no need to edit in outlook and the email is OK to send directly, un-check the option "Edit in Outlook" then click OK Button