Introduction to Emailing Documents

This set of help articles introduces you to:

Using Email Templates

Emailing a Document

Batch Emailing

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

PLEASE 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