...
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 |
|
|---|---|---|
| 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
5) Once the email have been send successfully, system will prompt the message to notify user
6) Email Recipient to be receive the email
