Page History: Include Attachments in Auto Process Alerts
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Page Revision: Mon, 14 May 2018 12:00
General Information
Sales Order Document Vault contents can be included in the automated email alerts. After the below information has been set up, alert emails that get fired from the creation of a Sales Order can include the documents from the doc vault as attachments. 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 for the alert needs to have
( ATTACHFOLDER=~*DROPFOLDER*~ ) in the body of the template and the
Attach Linked checkbox needs to be checked.
