Email Documents

Learn how to use email templates, email documents (invoices, purchase orders, quotes) and batch email groups of documents (invoices, statements, payment advices)

Getting Started with Email
Introduction to Emailing Documents This set of help articles introduces you to: Using Email Templates Emailing a Document Batch Emailing Th...
Thu, Oct 10, 2019 at 12:06 PM
Email Templates
The following topics are discussed in this section: Introduction to Connected Email Templates Adding an Email Template Example: Using Email Template ...
Thu, Oct 10, 2019 at 12:07 PM
Emailing a Document (no template)
A common use of the Email function in Connected is to send a PDF copy of a customer invoice, vendor Purchase Order, and Customer Statements If there is ...
Thu, Oct 10, 2019 at 12:10 PM
Batch Emailing
There are certain documents that may need to be sent in a group (aka batch) versus one at a time.  Connected has taken traditional reports that were used fo...
Thu, Oct 10, 2019 at 12:10 PM