Email Function Guide

Email Function Guide

Required Setup to use email function.


Sender Information (Your Information)

To configure the sender information, you need to have the sysadmin role.
in the top menu bar
tools -> email setting
the 2 options are document and SOA.
document is for all document modules
SOA is for SOA module only.



Sender Name:  this is the name you want to appear in the email. if you leave this blank your company name will be used.
Sender Email address: this is the email address you want them to reply to .
Subject:  if left blank a default subject will be used "{company name} has sent you a document"
Content:  if left blank a default body  will be used.

Business Partner Setup

For sending through document module,
the Business Email needs to be filled in.
only one email address can be filled in.


In order to send documents through the SOA module, you need to specify the address code to be used in the SOA.
The Address setting is where you specify the default email address to be used.



Sending Email at the document level

at the document level, the address must be selected so the system knows which email address is to be used.


click on the email button
you will be prompted with the number of credits you have left. the number of credits that will be used.
if you click yes a PDF will be created and send to the email address specified.


Sample email that is sent.



Sending documents at the SOA level.

In the SOA module the email button is at the bottom left.


click refresh then email.
the popup will tell you how many email credits will be used.
the system will send 1 email per PDF.  SOA PDF are separated by BP and currency.




Importance of the sender email address and name

when we send the email to your customer we are sending it on your behalf. 
when you customer clicks reply the email will go to the sender email address you provided. ensure this email address is correct.
"OCi Sender" is the sender name in this example .you will be putting your name or company name.  these are important to prevent your customer from setting the email as spam.




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