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Select Paperless Office Main menu > Deliver Consolidated Customer E-mails.
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Use Deliver Consolidated Customer E-mails to send documents that are pending electronic delivery to customers.
The email consolidation is determined by the following hierarchy:
- Company
- Customer
- Document
- Recipient list
For example, in company ABC for customer 01-ABF, all sales orders with the same recipient list will be sent as PDF attachments in one consolidated email.
Note 1 You can select the Zip Multiple PDFs on Consolidated E-mails check box in Paperless Office Options to send PDFs as a single ZIP attachment in an email.
Note 2 You can schedule this task in Task Scheduler.
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