automatic e-mail of invoices

Djohnson

Djohnson

Well Known Member
Looking for a solution:
We have a requirement to send e-mail copies of invoices to selected customers. There may be 50 a day. Anyone have a good solution to make this automatic? We are using FormScape.
 
Yes, if you already create PDF copies then just attach that to an email object and send to recipient.

Here you wil need to
1. Create PDF version of output
2. Have access to data - email address
3. Have access to a mail server
 
Yes, we can do this. Now we are running into SOX regulations where we can't/shouldn't send these through un-encripted means to customers. Is there a software option to allow us to do this? Anyone?
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Is it possible to get a high level instruction on how to attach a variable pdf name to an email in Formscape? We can attach a static named pdf in a Formscape email but my Formscape administrator doesn't know how to attach a variable named pdf into the email.

We have only had a little training through a consultant and the documentation is non existent.

TIA,
Sheryl
 
Hi.

[ QUOTE ]
Is it possible to get a high level instruction on how to attach a variable pdf name to an email in Formscape? We can attach a static named pdf in a Formscape email but my Formscape administrator doesn't know how to attach a variable named pdf into the email.

We have only had a little training through a consultant and the documentation is non existent.

TIA,
Sheryl

[/ QUOTE ]

We store pdf in a share and email a link to the pdf thus the mail server doesn't fill with pdf data, and the user simply click on the link and the pdf is opened.

we use a folder structure in the share with a subfolder by report name to proper ensure user permissions.

you can see the topic report approach in this forum to see what we have done.

HTH
 
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