Skip to main content

Sending Ad-hoc Emails to Customers and Vendors

In addition to automated attachment emails triggered by document posting, Elevate Attachments adds a Send Email with Attachments action to the Customer List, Customer Card, and Vendor List pages. This lets you send a standalone email with generated and file attachments at any time — independently of any document workflow.

Setting a Default Attachment Group on a Customer or Vendor​

You can pre-configure which Attachment Group is used when sending ad-hoc emails from a customer or vendor record:

  1. Open the Customer Card or Vendor Card.
  2. Locate the new Attachment Group Code field added (positioned after the E-Mail field).
  3. Set the field to the desired Attachment Group Code.

Customer Card with Attachment Group Code field

When the Send Email with Attachments action is used, this code is picked up automatically.

Using the Action​

  1. From the Customer List or Customer Card (or Vendor List), select the customer or vendor.
  2. In the action bar, click Send Email with Attachments.

Customer Card with Send Email with Attachments action

  1. If the record has an Attachment Group Code set, that group is used. If no code is set, the action does nothing — set an Attachment Group Code on the record first.
  2. An email is composed addressed to the record's E-Mail address, with all report layouts, file attachments, and generated attachments from the Attachment Group included.
  3. The record's No. is automatically used as the {No.} token value for any runtime filters configured on generated attachments in the group.