Sent PDF

Sent PDF automatically adds the PDF of an emailed transaction to the Docs folder on the transaction.

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

This Solution provides setup instructions. (7022)

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

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


Next: Send Checkbox

  Chapter 17 Emailing

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