Documents

The mail and attached documents copies become saved in ‘Documents’ tab of the Order after each mailing.

• 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);
• mails can be dragged in external mailing programs and be reused/saved there;
• the documents are kept in a database for a year.

There is 'Attach to Invoice' option in the tab grid to attach the documents added manually for the mailing together with invoice.

• 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.

Note
The documents are not attached when issue a Credit Note (inverted invoice).

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.