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E-Mail Options are Wide Open

By Mark Burt

Take your business flow a big step forward and send your documents via SAP Business One mailer or Microsoft Outlook with pre-defined subject line and body text.

New options are introduced in Administration > System Initialization > Print Preferences > Per Document tab. For each document type you can define that the document will be sent by e-mail when it is added. When selected, the document is sent as PDF attachment to the e-mail address of the default contact person defined for the business partner for whom the document was created.

In addition, for each document type, you can enter a text to appear in the subject line and a text that will be embedded automatically in the e-mail body.

Email_1.png

In addition, you can send by e-mail multiple documents to various recipients through the “Print Documents” window. Select the documents you want to send and choose your preferred e-mail option from the File > Send menu.

The list of selected documents with the e-mail addresses of the respective recipients appears. All you have to do is just choose the “Send” button, and the documents are on their way!

Email_2.png

Available since SAP Business One 9.1, version for SAP HANA and SAP Business One 9.1. Contact D1 Technologies for more information about SAP Business One at sales@d1tech.net or Mark Burt at (803) 740-5008 or mburt@@d1tech.net.

Topics: Email options

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