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userdocs:travelwise:getting_started:order:documents [2014/08/19 03:01] dokuwiki_sync created |
userdocs:travelwise:getting_started:order:documents [2015/02/18 00:20] (current) dokuwiki_sync |
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| ====== Documents ====== | ====== Documents ====== | ||
| - | The original mail and the documents copies become saved in //‘Documents’// tab of the Order after each mailing: | + | The mail and attached documents copies become saved in //‘Documents’// tab of the Order after each mailing. |
| - | {{:userdocs:travelwise:documents_management:voucher:voucher_mailed.png?no link|}} | + | {{:userdocs:travelwise:getting_started:order:mail_dbl.png?nolink|}} |
| ===== Purpose ===== | ===== Purpose ===== | ||
| * the tab gives quick access to the documents which have been sent from the Order to the client and other parties; | * the tab gives quick access to the documents which have been sent from the Order to the client and other parties; | ||
| - | * supports 'drag and drop' method (drag any document from your PC and drop it in the 'Documents' tab to keep it in //Application// database); | + | * supports 'drag and drop' method (drag any document from your PC and drop it in the //'Documents'// tab to keep it in //Application// database); |
| * mails can be dragged in external mailing programs and be reused/saved there; | * mails can be dragged in external mailing programs and be reused/saved there; | ||
| * the documents are kept in a database for a year. | * the documents are kept in a database for a year. | ||
| Line 12: | Line 12: | ||
| There is //'Attach to Invoice'// option in the tab grid to attach the documents added manually for the mailing together with invoice. | There is //'Attach to Invoice'// option in the tab grid to attach the documents added manually for the mailing together with invoice. | ||
| {{:userdocs:travelwise:getting_started:order:attach_to_inv.png?no link|}} | {{:userdocs:travelwise:getting_started:order:attach_to_inv.png?no link|}} | ||
| - | * it is unselected by default for the newly added documents, once the selection has been made manually it gets autosaved; | + | * it is unselected for the newly added documents, once the selection has been made manually it gets autosaved, exception - manually added documents, selected by default; |
| - | * the documents with marked 'Attach to Invoice' checkbox are added to the list of documents at 'Print/E-mail options' form (Offer/Invoice) and the attached documents are sent together with invoice on manual and auto invoicing. | + | * the documents with marked //'Attach to Invoice'// checkbox are added to the list of documents at 'Print/E-mail options' form (Offer/Invoice) and the attached documents are sent together with invoice on manual and auto invoicing. |
| + | |||
| + | The default state of the checkbox is controlled by //OrderAttachDocumentToInvoice// setting. [[userdocs:travelwise:getting_started:settings:company_settings:mailing_settings|Read more...]] | ||
| + | |||
| + | **Note** | ||
| + | The documents are not attached when issue a [[userdocs:travelwise:documents_management:invoice:credit_note|Credit Note]] (inverted invoice). | ||
| + | ===== Mail Documents ===== | ||
| + | Mail the documents directly from the //'Documents'// tab. | ||
| + | Use //'E-mail'// column for selection and //'E-mail document(s)'// button for mailing. The choiced documents are attached to the mail-form where user can type mail body, change address and e-mail. | ||
| + | {{:userdocs:travelwise:getting_started:order:mail_docs.png?nolink|}} | ||
