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Emailing documents

The emailing feature is available in the document preview.
 
This applies to Invoices, Delivery notes, Credit notes, Receipts and Statements.
 
When presented with the Print options dialog, select Preview.
If email addresses have been specified in the customer’s profile, those addresses will appear as options at the bottom of the preview form.
Selecting an email address will email the customer directly with a copy of the document.
 
The System Settings in the Administration module must be specified correctly for direct emailing to work.
As this is a direct email feature (does not require an email client), record of the email being sent will not reflect in your email client application.
iTech Facilities Management uses CDO for direct emailing of documents. Due to conflicts with certain Outlook releases, this feature may not be available.
 
You will be notified in the event of the email encountering an error during send.