Emailing forms & auto populating Email Address CCs

Minder forms and auto populating email address CCs

Simplify the process of emailing forms by ensuring the correct recipients. For project-type forms pre-set additional email recipients ensuring form amendments are forwarded to all involved.
Populate by

• form number

• customer

• supplier

• form type and

Link from

• a document

• customer /supplier account master

• form type from standard form configuration

Use branch filtering to target addressees in a multi-branch environment (supplier, customer and internal emailing of forms)

Targeting by form type ( eg set-up Cc internal emailing of stock transfers)

If Fix branch is not selected then the addressee will receive a copy of every form of this type. This link contains a branch filter: auto attach email Cc if the To-branch = branch 20.

Eg a stock transfer could contain a Cc to the warehouse receiving address for branch 20 plus the inventory/purchasing co-ordinator

The form-type options

Typical uses

• multi branch supplier/customers with parent/child invoicing: ensure both parent and child account receive the email and form attachment

• supplier/customer QA requirements

  • forms

  • certification

• central ordering purchase / process for branch locations and email receiving branch

• Import shipments (internal email recipients)

• Export shipments (internal and external recipients)

Select + Email address

Link Specific Customer from the account master

The link browse

Always link this attachment

Existing links for invoice and order confirmation

The link update