Attachments
EasyDox allows for attachments to be added to emails. This can be done in a few ways, but check the attachment types that get selected for this purpose.
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Attach documents to the email template
All attachments added to the email template will be attached to the email when it is sent out.
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Attach documents to the email message
Attachments can be added to the email message. Since messages are language specific, only email using this message will have the attachments.
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Attach documents to the transactions (Sales invoice header, line, etc)
Attachments can be added to the transactions. When the email is sent out, the attachments will be added to the email.
Attachment document types
Only External documents can be attached to the email. The EasyDox Parameters defines the document types that can be attached to the email.
For example, if you attach File type attachments for Sales order header and lines (as per the EasyDox Parameters), when posting the invoice, the documents get copied over to the invoice journal by default. EasyDox will then use these files to send it out in emails.
View list of supported attachments
An easy to view summary of the attachment and document types associated with them is available.
Navigate to EasyDox > Common > EasyDox Attachments
This form will show the list of document types & the table that are supported by EasyDox. It also shows the document types that are associated with them which are configured in the parameters.
Refresh the attachment list by selecting Initialize attachments button on the form