|
Item |
Answer |
Example |
Notes |
|
Form Name |
|
ARForm |
|
|
Standardised FROM Mailbox |
|
|
|
|
Copy to |
|
|
|
|
Blind Copy to |
|
|
|
|
Subject |
|
Sales Invoice |
This can be coded in the form itself to add the Invoice Number to the subject line. |
|
Message Body |
|
“Please see attached Invoice” |
|
|
Outlook Template |
|
PODept.oft |
|
|
Save a copy as PDF |
|
Yes |
|
|
Network save location |
|
\\server\POs |
Area on the network to save the version of the file. NB: This can include the customer or supplier in the file-path if this helps. |
|
Version Control filename |
|
Yes |
Keep a unique copy of the form each time it is emailed. |
|
Time-stamped |
|
No |
|
|
Revision Number |
|
Yes |
Adds a number to the filename each time it is generated (useful for quotes or purchase orders). |
|
Send Options |
|
|
|
|
Send e-mail automatically |
|
Yes |
No email is sent if no email address supplied |
|
Printed copy |
|
No |
Always print a copy to your default printer |
|
Print if no e-mail address |
|
Yes |
Print a copy if no email address |
|
Pop-up if no email address |
|
Yes |
Pop-up draft email for the user to supply the email address. |
|
Prompt for email / print / both at run-time |
|
|
Run-time dialog at the start of the process. |
|
Delay sending |
|
Yes |
Do not send an email until a designated time. |
|
Delay until time |
|
18:00 |
Outlook must be running for this functionality to work. |
|
Standard Attachments |
|
Terms_and_Condtions.pdf |
Adds standard attachments to the email. Multiple attachments can be added if required.) |