Configuration

Configuration of EasyDox is simple.

Once installed, navigate to EasyDox > Setup > EasyDox parameters

Then select Enable / Disable EasyDox if EasyDox is not already enabled. 😎

If you have a Trial activation code or you want a trial version, refer to Free trial

Email configuration

EasyDox uses the standard Dynamics 365 email functionality to send emails. So no change is required. EasyDox however has the ability to send emails as a different email address. This is useful if you want to send certain emails from a different email address. e.g. Sales invoices from a sales email address & Purchase invoices from a purchase email address.

In order to use the ability to send emails as a different email address, you must configure your exchange server.

EasyDox Attachment Parameters

• Navigate to EasyDox > Setup > EasyDox parameters
• Select the Attachment Tab (This is per Legal entity)
• Select the document type for each of the Document that you would want to be attached to the email Each drop down references values in the Organization Management > Document Management > Document Types

Field	Description
Static attachment document type	External attachments of this type attached to the Template and the Message will be attached to the email
Customer invoice attachment document type	External attachments of this type attached to the Sales invoice header and lines will be attached to the email
Sales order delivery note document type	External attachments of this type attached to the Sales Delivery note header and lines will be attached to the email
Sales order confirmation document type	External attachments of this type attached to the Sales confirmation header and lines will be attached to the email
Purchase order confirmation document type	External attachments of this type attached to the Purchase confirmation header and lines will be attached to the email
Template message document type	When uploading the email message document to the message, this document type will be used and attached as internal