ManualDoc:T1000500002

Documents can be sent by e-mail by using the action button Email which can be found in the Toolbar.

As shown in the image above it is possible to define:

• a Subject template to be populated with "real" data every time a given document is sent by email.
  • For instance "New Invoice (@our_ref@)" whill turn into "New Invoice (SI/2589)" where SI/2589 is the number of the invoice sent by email.
• a Body template to be populated with "real" data every time a given document is sent by email.
  • For instance:
    • "Dear @cus_nam@, Find attached the invoice @our_ref@ corresponding to the products you received from F&B International Group."
      will turn into
    • "Dear Heathly Food Supermarkets Co., Find attached the invoice SI/2589 corresponding to the products you received from F&B International Group."

Here is the list of possible tags:

• @cus_ref@: The document reference of the customer
• @our_ref@: The reference of the document
• @cus_nam@: The name of the customer
• @sal_nam@: The name of the sales rep.
• @bp_nam@: The Business Partner name [since 3.0MP27]
• @doc_date@: The document date [since 3.0MP27]
• @doc_desc@: The document description [since 3.0MP27]
• @doc_nextduedate@: The next due date (if document has associated any payment plan) [since 3.0MP27]
• @doc_lastduedate@: The last due date (if document has associated any payment plan) [since 3.0MP27]