October 9, 2010

GPTip42day - Emailing Documents in GP2010

In GP2010, you can embed any of a number of documents into the body of an e-mail message or send documents as attachments.

You can send a single document, batches of documents, or send multiple documents using the Lists functionality in GP. When setting up e-mail functionality, you can select which documents can be sent and which customers and vendors should receive their documents via e-mail.  If you are using Word templates for Microsoft Dynamics GP, you can send predefined or customized forms.

The following documents can be sent via e-mail from within GP –

 * click image to enlarge

A document can be sent in HTML, XPS, PDF, or DOCX file format type.  You can also combine multiple documents to be sent in a single e-mail.

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