Edit Message - Fields

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Subject

Type the subject line for the message. You can insert a merge field at the location of your cursor by selecting the appropriate merge field. When the message is sent, the merge field is converted to the corresponding value.

Click Reset to undo your changes and reload the previously saved subject and message for the selected PDF document.

Insert Merge Field

Select a merge field to insert at the location of your cursor. Merge fields can be inserted in the subject line or in the message text. When the message is sent, the merge field is converted to the corresponding value. This field is available only if a document type other than All is selected in the Document Type field.

You can also manually type in merge fields in the message and subject line, using the format <xxx>. It is important to only type merge fields that apply to the document you are sending. For example, the <DocumentNo> merge field applies only to certain documents. If this merge field is inserted for a document such as a statement that does not have a document number, the merge field is not converted to a value when the e-mail is sent. For more information, see Paperless Office Merge Fields.

Example - Inserting a merge field

To define a message for a group of invoices that automatically inserts the invoice type and invoice date into the subject line, you could insert merge fields similar to the following:

Attached is your <Document> dated <DocumentDate>.

In the actual e-mail this would appear as the following:

Attached is your Credit Memo dated 5/31/2010.

Message Box

Type the message for the e-mail or fax. You can insert a merge field at the location of your cursor by selecting the appropriate merge field. When the message is sent, the merge field is converted to the corresponding value.

Click Reset to undo your changes and reload the previously saved subject and message for the selected PDF document.

For more information, see Create a Default Message for Sending PDF Documents.

E-mail Attachments

Enter a file to attach to the e-mail, or click the Lookup button to browse for a file to attach. You can attach files only to e-mails, not to faxes. This field is available only if the E-mail check box is selected in the Electronic Delivery window.