Attach (Docs)


Attach lets you choose documents to automatically attach to an email.

When you save and print a transaction you can Send Email (to Customer + Contacts) and Attach (Docs from the transaction + Docs from the Items).

Big Business will create a new message in your email program and automatically attach a PDF of the transaction along with all the documents you chose with Attach.

This Solution provides instructions. (6998)






To enable Send Attachment:
1. Go to the Company Card to the Advanced tab
2. Click the checkbox for Enable Send Attachments
3. Click OK to save changes.
You must restart Big Business Clients for this change to take effect.



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