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Email Distribution

Add email recipient manually

Single recipients can be added into your email distribution list with these few steps:
  1. Clicking on
    Add Recipient
     will open a new window where you can enter the information needed to add a new recipient to your mail list. The fields marked with a red asterisk (*) are mandatory to fill in.
  2. Email
     - This is where you enter which email address the documents should be sent to.
  3. CC
     - Here you can add additional addresses that the documents should be sent as CC (Carbon Copy) to
  4. Document type
     - This setting dictates which type of document that will be sent, for any invoice document (debit or credit notes for example), choose
    Invoice
    .
  5. Under the
    Advanced
     tab you may select which format the email document should be sent as, with PDF being the default. Note, that you must have purchased
    Email Distribution Advanced
     -feature to see these.
  6. When you have added all the mandatory information needed, click
    Add recipient
     to save the new recipient to your email list. This new recipient can quickly be edited in the future by simply clicking on it in your email list. This will bring up the same menu as before on the right-hand side of the page. Here you can also delete the recipient by clicking on the red
    Delete
     button.

This article applies to:

  • PRODUCT: Pagero Online

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