Process of sending external documents
Use this form to view the data of the documents sent as a result of the Send documents process. It shows information such as the person who initiated the delivery and when, and the documents sent or printed. To see all communication for an entity, for example a sales offer, click through the entity.
The Documents sent form shows the report that has been sent or printed or the electronic message that has been sent. Click the Attachments button to display a list of any attachments added to the report, such as drawings. If the delivery method settings indicate that the PDF should be linked as an attachment to an entity such as a sales offer, the report is not only listed on the Documents sent form, but also in the attachments overview.
Note: If the Draft check box is selected, the mail was saved as a draft mail in the Drafts folder of the email application of the user who executed the Send documents process. This user must manually send the email to the intended recipients of the email.
Messages
In case you encounter problems sending reports or messages, refer to the information on the Messages tab.
Electronic message
When executing the Send documents process, the electronic XML message is created and read during the import. You do not have to edit or check the XML message yourself. To view the message that has been sent, open the Electronic message tab.