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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 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 check the check box then 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
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