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- Make sure the clientsetting table is setup to send emails.
Master – Administration – System Settings – E-mail tab
2. Make sure Scheduler Service is running – Navigation: windows – type in services
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3. Set up your Email Templates as needed.
Master – Miscellaneous – E-Mail Templates
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Bring up your customer in the Customer Master, click on the Profile drop down and select E-Documents.
If you do not check the E-Documents selection – the user will be prompted to enter the email address to send the document to, each time the document is selected.
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Bring up the Vendor Master.
Vendor must be defined as a Supplier.
Then you will need to establish the email address for each Contact.
Select Define and Contact.
Establish the email address for the contact, and be certain you click the Appear on PO check box.
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Click in the Define drop down and select E-Document.
If you do not check the E-Documents selection – the user will be prompted to enter the email address to send the document to, each time the document is selected.
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