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Email Distribution

Email distribution settings

E-mail distribution Advanced is a separate feature which allows for the delivery of your e-documents via e-mail to your trading partners - this is particularly helpful if you have business partners that do not have electronic capabilities. Basic E-mail distribution allows for the exchange of only PDFs, which are not considered electronic documents, as they are not in a standardized format with structured data that can be electronically transmitted between systems. With Advanced E-mail distribution, you will be capable of:
  • Selecting one structured format (from our entire range of public formats) per document type, making it so all e-mail-distributed transactions related to a specific document type will be delivered in the chosen format.
  • Selecting one format per document type and per recipient, helping you meet the demands your different business partners may have.
  • Change the default sender email address's prefix and other sender settings.
Sending settings
 Clicking on the left-side tab named
Sending
 you can access the further settings for sending your documents via email. Note, that you must have
Email Distribution Advanced
 -feature in order to edit these settings.
  • Sender email prefix
     - This settings lets you add a unique text that will be part of the sending address. For domain security reasons we only allow for the
    @pageroonline.com
     domain to be used.
  • Sender name
     - Here you can change what name that will appear in the email clients (such as Outlook, Gmail etc.) when sending an email message.
  • Reply to address
     - This setting changes the default reply to address. It is used when you want email clients to reply to a different address than the sender address.
  • Document specific configuration -
    Manage document specific configuration
     - Here you can select the default settings per document type. Under
    Format
     you can select the format that should be applied as the default format on the row for the corresponding document type.
Note, that Email Distribution Advanced has extra cost. The specific details can be found in Pagero Store
Email settings
 This section will go through the different settings in the email service. These can be used to change how the emails themselves are presented, like the subject and email address they are sent from. To access the settings, click on the
Settings
 tab on the top of the page.
General settings
 These settings are used to activate the different types of email distribution. Here you can activate email distribution and also activate the setting to send documents to recipients using an embedded email address in your document files.

This article applies to:

  • PRODUCT: Pagero Online

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