Sending Email from any Document
In BizCentric you can send any document as email (with a PDF attachment) by clicking on Menu > Email after opening any document.
Note: You must have outgoing Email Account set up for this.
After you click on send, the email gets added to the email queue. It will be in the Sending status until it is Sent. The status of the email is displayed in the queue, if sending has failed, it can be sent by clicking on Send Now.
The following options are available when sending an Email.
- TO: The recipients of the email.
- From: If a user has access to multiple outgoing email accounts, they can choose which outgoing email account to use. Multiple outgoing email accounts can be configured from the User document by adding them to the “User Email” table.
- CC: Carbon Copy of the email. Useful for including someone in the conversation loop without directly addressing the email to them.
- BCC: Blind Carbon Copy is similar to CC, but recipients in the email thread cannot see that the mail was also sent to the BCC recipients. This is helpful for concealing the email addresses of certain individuals when sending the email to a large group of people who may not know each other.
- Email Template: You can create predefined templates for sending out standard replies. Email Templates are already available in the system for Dispatch Notification, Leave Status Notification, and Leave Approval Notification. You can set a Default Email Template via Customize Form.
- Send me a copy: This option sends a copy to your email address, ensuring that the email was sent without errors.
- Send Read Receipt: Selecting this checkbox will send you a notification if the receiver has read the email. Even if one receiver has read the email among multiple recipients, you will still receive a notification.
- Attach Document Print: Attach a PDF of the document you’re sending via email.
- Select Attachments: Additional attachments can be added here.
The following two fields are the fields which appear on the print screen.
- Select Print Format: The print format of the document. Know more about Print Format here.
- Select Languages: The language in which the PDF is to be generated.