Set up email so documents can be sent

Before you start

Ask your IT contact for the SMTP details of the mailbox: the host name, the port, the user name and the password.

Steps

1. Open Settings and click the Email tab. It has three parts: your personal email account, email templates and the company email account.
2. Your personal email account is your own mailbox. Fill in the SMTP host, Port, SMTP username, Password and From email. Add your From name, Designation / job title and an Email signature / footer if you like. Click Save Settings.
3. Email templates are the subject and body used when you send each type of document. Choose the Document type, write the Subject and Body, and tick Use as the default template for this document type.
4. Company email account is one shared mailbox, for example accounts@, for users who are allowed to send from it. It has the same fields, plus an optional Reply-To Email.
5. Once an account is saved, open a document and choose Send by Email in its actions menu.

What happens next

Try it from a document: open the actions menu (...) of a quotation and choose Send by Email.