Page History: Include Attachments in Auto Process Alerts
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Page Revision: Mon, 14 May 2018 11:51
General Information
Sales Order Document Vault contents can be included in the automated email alerts. The following setup is required:
Task Alert - The 'Create (w/ offset)' task alert needs to be used to allow time for users to attach files to the Sales Order document vault.
Email Template - The email template on the alert needs to have '( ATTACHFOLDER=
~*DROPFOLDER*~ )' in the body of the template and the 'Attach Linked' checkbox needs to be checked.