To set Email defaults in ImpexDocs System

In ImpexDocs System default “Reply to” E-mail defaults to User’s Login ID, it means when someone is logged in to the system, the default “Reply to” E-mail will be his login ID if not set up in settings.

There are ways you can set default “Reply to” E-mail:

1. To set default email addresses at User Default level  for “Reply, Cc and Bcc” 
2. First, click on the user dropdown and select “My Account”. This will take you to the user’s account settings.

• Under this, go to “User Default” the set the default e-mail addresses under Default Reply-To, Default Cc, Default Bcc as per your requirement and click “Save” once done.

1. To set E-mails for “TO” and how it works

• To set e-mails for “TO”, it can be maintained under “Partner” or “Customer” or "Contact” details section. 
• Note: Contact section in ImpexDocs works as an Address Book, any contact detail added under Partner/Customer/Contacts will be available here as well as in “To” section of E-mail as a smart/quick search. 

A. Under the Partner detail section:

 First click on “Partner”, then click on the “+Add” button. This will give you a pop-up to fill partner details. Now click on the “Contacts” section and click “+Add New” and fill the details accordingly and Save. 

B. Under Customer detail section: 

First click on “Customer”, then click on the “+Add” button. This will give you a pop-up to fill Customer details. Now click on the “Contacts” section and click “+Add New” and fill the details accordingly and Save

C. Under Contact detail section: First click on “Contacts”, then click on the “+Add” button. This will give you a pop-up to fill details for your contact. Once all the mandatory details are filled click on SAVE.