Additional Feature: Send Reports

This additional feature speeds up the dispatch of documents. It allows you to attach documents directly from Vertec emails and send them with Microsoft Outlook. Create your own individual email templates (report templates) beforehand.

This not only eliminates the need to manually save files and click to switch from Vertec to the mentioned email client, but the created documents can be sent directly from Vertec to Outlook. By default, the two e-mail templates offer and invoice are already created.

Other email templates can be created individually and can be assigned to different classes such as offer, invoice or dunning. Each email template can be provided with information such as the recipient, subject line, the name of the file in the attachment and also the text in the email body via Python code, so that these no longer have to be added manually.

It also includes the possibility of using Word documents as body in email templates.

In the root folder “Settings,” the folder “Report Sending” is created with the subfolder “Templates Report Sending”.

• Offer (offer)
• invoice

Notes:

• The Expert product line is a prerequisite
• The additional class27 may not yet be in use unless it has the Entry Id ClassSettingsZK27EMailTemplates and comes from the already loaded additional feature Dunning System
• The additional function Additional feature is only available in the cloud and desktop Desktop App
• Email dispatch is intended for Microsoft Outlook for Windows, which must be installed
• Previous designations for this additional feature were “E-mail Sending Documents” and “E-mail Emails”
• It is possible to install this additional feature via the old version, but it will overwrite list settings and other customizations made by you

a detailed description of this additional feature can be found in the Knowledge Base Article  Additional Feature: Send Reports

There you will also find the file for download.