How to email document from ImpexDocs

You have 2 options to send an email through the ImpexDocs software.

First option

You can open the tab Mailbox and click in "New Message"

Just like an outlook screen you have to enter the email address. However, in our system, you have a mandatory option of "Default Reply to Email" here is where your customer will reply to your email. ImpexDocs software doesn't receive emails, just send them from no-reply@companyname.com and keep records.

Second option

Email from Sales or Purchase

Step 1: Open the sale or purchase order you need to send by email.

Step 2:  Click on the "Email" button and select if you want to send it with or without a signature.

Step 3: A New message pop up will appear on the screen with the file attached to it. Enter the recipient email address, you have options to send file in PDF or Word format, to select pre-set Email Template for the content of the email. 

Step 4:  Click on "Send"

Email from Shipments

Step 1: Open the shipment 

Step 2: On Master, Click on the "Email" button. A pop-up will appear, where the user has the ability to select the documents to be emailed. 

The user can select

1. Whether the documents are to be emailed with or without a signature
2. Whether the documents are to be emailed as one document, as separate documents
3. The format in which the documents are to be sent (Word /PDF)
4. The various documents under that particular shipment that are to be email
5. The output types for each document(In case of multiple output template)