- Other Add-ons
Deliver multiple documents in a single shot.
DocumentPath provides page actions on document lists to “Send Batch Using Setup”. Using Document Sending configurations, this function will process all documents in the list to send or print them based on the setup for each customer or vendor. To send out all sales invoices posted today, just filter the list on Posting Date to find the desired records, then use the batch function. A prompt provides multiple options for the structure of outgoing messages:
Send a separate email for each document/PDF, or consolidate messages for a single email per customer/vendor. On the consolidated emails, attach each document as a separate PDF, or consolidate them into a single multi-page PDF file.