Profits Plus modules»Accounts Receivable»Mailing / label control»Form Letter»E-delivery options
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Last modified on 1/7/2015 11:31 AM by User.

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E-delivery options

When e-delivery is enabled, the program will ask these extra questions related to emailing and faxing documents.

The first question simply asks if you want to use the e-delivery feature for this batch of documents.  Enter N (normal) to use the e-delivery feature.  Enter P (print-all) to avoid the e-delivery feature.    If you answer N then the program will ask more questions below.  If you answer P then none of the e-delivery questions will be asked.

 

The next question asks for the email subject text.  It will be used for every email sent in the batch. 

 

The next question asks for the "from" email address.

 

Email message:

Next the program will display the 1st 12 lines of the previous email message and ask you if you want to change it.  This isn't the main document that will be attached to the email.  It is the part of the email that tells the recipient that a document is attached.

If you say "Y"es then a text editor (VUE or Wordpad) will launch so you can make and save changes.   Although this screen only shows you the 1st 12 lines of the message, the entire message will be loaded into the editor.

Notice how the email message can have "tokens"  too, just like the main document. 

 

Email Memo Prefixes:

If your program is set up do emailing then it will display 2 lists of email memo prefixes.  The top list shows all prefixes that can be found in your master file memos.  The bottom list shows the prefixes that will be used in the current batch of documents you are generating.  You can edit the bottom list to narrow down the search parameters for email addresses.

If you blank out the bottom list, then no emails will be created.

 Fax Memo Prefixes:

If your program is set up do faxing then it will display 2 lists of fax memo prefixes.  The top list shows all prefixes that can be found in your master file memos.  The bottom list shows the prefixes that will be used in the current batch of documents you are generating.  You can edit the bottom list to narrow down the search parameters for fax numbers.

If you blank out the bottom list, then no faxes will be created.

 

Dry Run:

Next, the program asks you if you want this to be a dry run.  During e-delivery, the program always keeps a log of how it delivered each document (print, email or fax) and it will let you see (or print) that log after the program is finished.  If you say you want this to be a dry run, the program will still create the log, but it won't actually print, email or fax anything.  This is a good way for you to examine all of the memo prefixes you've added to the master file memos and to verify how a real run would be delivered.