If the delivery method chosen for the documents is 'Email', the Email tab shows all data relating to the email delivery. The settings originate from the Document delivery method form. You can change the settings if necessary, for example by manually adding recipients or changing the email subject.

To add recipients or senders, follow these steps:

1. Click and choose an entity, for example 'Customer contact'. The Customer contacts form will now be opened. Only contacts with email addresses will be displayed.
2. Choose the company or person whose email address you want to add. The corresponding email address is added to the Send documents form.

You can also type an email address. In that case, use a semicolon (;) as a separator.

Texts

The subject line and the email body will be filled with the standard text selected on the Document delivery method form.

To add images and hyperlinks to the email, follow these steps:

• Click to add an image, for example your company logo.
• To add a hyperlink to a web page, select some text or an image, click and enter the web page address, for example your company's website address.
• To check the address of the hyperlink, select the text or image to which the hyperlink is linked, and then click .
• To check the hyperlink itself, hold down the Ctrl key and click the text or image the hyperlink is linked to. The web page will now be opened. When checking the hyperlink, make sure you do not select the text or image.

Tip: You can personalize the subject and the body by using placeholders in the template text. For example, you can include the name of the recipient and the order code in the email body.

Note: Use texts with the text format 'HTML' or 'Plaint text'. The text format 'RTF' is used for texts used on the Texts tab or the Memo tab.

The language version of the printed standard text is determined as follows:

If available, the text in the customer's language is used for sales documents, and the text in the supplier's language is used for purchase documents. If this text is not available, the text in the default language will be used. If that is not available either, the 'Contents' field will be empty and no standard text will be included in the email.

You can manually enter text for the email.

Fields

Draft