Sent Documents

Sent Documents automatically adds the PDFs of emailed transactions to the Docs folder of the transactions.

Pictured is an Order that was emailed. The Order was created from a Quote that was also emailed. Both Sent Email are saved as Notes for reference and can be seen from Quote or Order; just double-click to view.

This Solution provides setup instructions. (7022)

To enable Sent Email:
1. Go to the Company Card to the Advanced tab
2. Click the checkbox for Enable Sent Email.
3. Click OK to save changes.

You must restart Big Business Clients for this change to take effect.


(Up) Chapter 17 Emailing