Knowledge Base · Email Documents
Applies to: All Supported Versions | Platform: macOS, Windows, Connected on Demand
ARTICLE CONTENTS
1. Overview
This set of help articles introduces you to:
- Using Email Templates
- Emailing a Document (no template)
- Batch Email Documents
- User Account Email Signatures
The above sections describe how to use email templates, email a single document, and batch email a group of the same document type.
There are a number of documents that can be emailed directly from Connected.
Forms that can be emailed are:
- Customer Invoices
- Order Confirmations (Sales Orders)
- Quotes
- Statements
- Credit Card Payment Receipt
- Purchase Orders
- Vendor Payment Advices
NOTE Before getting started with emailing documents, review the "Compatible Third-Party Email Applications" on both macOS and Windows via the Connected system requirements: System Requirements - 3rd Party Email Applications |
2. Related Articles
- Connected Mail
- User Account Email Signatures
- Email Templates
- Print and/or Email a Single Payment Advice
- Batch/Bulk Email of Payment Advices to Vendors
- Accounts Receivable: Customer Statements
3. Reference Links
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