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 Document Vault as attachments. The following setup is required:
Task Alert - The task alert needs the
Create (w/ offset) Event code along with an appropriate amount of time set in the Time Offset field in order to allow time for users to attach files to the Sales Order Document Vault before the alert email is created.
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.
