Sending Document to Customer's or Vendor's is made easy in Microsoft GP2010 with addition of Email options to the Transaction level. You can select to embed documents, attach documents, or both. If you select to send documents as attachments, you can specify which type of file formats you want to attach the documents as. The options you select in this window are available when setting up or modifying e-mail options for documents, customer records, and vendor records.
If you selected to use an option, such as the DOCX file format, and then decide not to use the option, you must update the customer and vendor records that were set up to use the DOCX file format. An addition feature include the what format you want to send the document to Customer or Vendor and an option of creating a template which can be attached to Customer/Vendor.
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