To set up a document delivery address:
Choose Tools, Company, Document Management, Customer Delivery Address (or Supplier Delivery Address, Employee Delivery Address) as appropriate.
Specify the Customer, Supplier or Employee Code. To choose from the available codes, click the ellipsis button to the right of the Customer, Supplier, Employee Code field. If you use multi-locations and are specifying an employee, first choose the Location.
Choose File, New. The Document Delivery Address Details window appears (the screen shot below is of the Supplier Document Delivery Address Details window, but Customer and Employee windows look the same as the shot below).
Choose the document Type to which you want the delivery address to apply.
Complete the other fields on the dialog box, as described in detail below.
Choose OK. The Document Delivery Address Details dialog box closes, and the new delivery address is shown on the Document Delivery Address Manager.
To re-open the dialog box, double-click the details row in the delivery manager.
To set up another delivery address for this recipient, repeat steps 3 to 6 above.
Document Delivery Address Details fields
Field or group name | Description |
Document |
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Type | Choose the type of document for this delivery address. For greater control and flexibility, Attaché Software recommends that you set up delivery addresses for each document type rather than selecting All. Note: Selecting type Default, will only send external documents such as sales invoice or purchase orders. Internal documents such as picking slips or supplier invoices will not be sent. See: Sending different document types using Alex Document Management |
Delivery Method | Choose the method of delivery for the document.
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Copy to send | If you have created multiple copies for this document type (using Forms Designer), specify which copy to send. |
Delivery notification required | Tick this option if you want to be sent a notification email that the document delivery was successful |
Attach file to email | This option is not used now due to upgraded security features required in document management and delivery. |
File format | This option is not used now due to upgraded security features required in document management and delivery. |
Recipient |
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Name | (Optional) Type the name of a particular department or person that you want to show as being the recipient of documents sent by email and when tracking documents online at the Attaché Document Management website. Note: Default Recipient selections allows the name and email address to be used from their Masterfile when Email documents to this address is selected on the Document Delivery tab. |
Email address | Type the recipient's email address. |
Fax number | Type the recipient's full international fax number. The fax number must begin with a plus sign, then the country and area codes. For example, for a company in Sydney, type +61 2 followed by the rest of the fax number with or without spaces. 1300 or 1800 fax number are not recognised as they don't comply to the standard international fax format. The field displays the fax number from the Customer, Supplier or Employee Masterfile. If the fax number displayed does not begin with a plus sign followed by the country and area codes, enter these details. Note: Enter full international fax numbers in the relevant Masterfiles. |
Authorisation required | Establishes a locked confidential document delivery. Select the checkbox if you want to send the recipient an email message that requires them to specify an unlock code to view the document. |
Send email as plain text | Select this check box if you want to send a plain text email (as opposed to a HTML email) |
Sender | (Optional) Type or choose the name that you want to show as the sender of this document. This name overrides the Sender display name set up in Sender properties and is displayed as "sender" on documents sent by email and when tracking documents online at the Attaché BizDocs Outbox website. |
Name | Type a code of up to 10 characters that the recipient can use to identify documents from you. This field will be used in future enhancements to allow recipients to manage documents. |
Reference | Allows you to specify a reply email address. If recipients need to reply to the email to make a query, this setting will help to direct their query to the appropriate place. By default, the Display Name and Email Address set up in Sender Properties are displayed in the "From" field on the emails. You can override this default by entering a different Reply to email address to be displayed on the email. The recipient can then press "Reply" and send a reply email to that address. |
Reply to | Note: You can also select an Account Sales Rep from the customer's Masterfile or the source document (Document Sales Rep) from the Reply to field. When you select either option, the Reply To email address is updated with the details from the Email Address field in Sales Rep Maintenance. |