Emailing PO's and other docs |
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Below is how to email a Purchase or Work Order, Delivery Ticket, or similar document. Proposals & Invoices are emailed in a different manner; however use some of the same fields below. Click here to learn more about sending a Proposal.
The Email window will appear when you have selected to Email a document (when Save PDF is NOT chosen as the Email setting under the User Settings window).
This window includes a To: field that will be automatically filled in, if the person you are emailing has an email address filled into their glossary entry. The To: field will ONLY auto fill if the document is reprinted. The document must be accepted, then reprinted.
Subject: The document type and number will be entered into the Subject field. Attachments: the document you have reprinted will appear as an attachment. You may select the
Message: Enter any message you wish to send along with your document.
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