Introduction to Emailing Documents
This set of help articles introduces you to:
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)
- 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