INTRODUCTION

To view a grid of any emails sent through Agility, go to File-Printing-Emails Sent

(This is not enabled by default, go to Tools-Tools Menu-Security-Group Access Rights, select the group that needs access to Emails Sent, then select File from the Menu dropdown and set Display Emails Sent by Agility to True)

Enter User ID and press tab on the keyboard:

Dates: Select date range and press Search

Filters: Sent By, Sent To, Document Type(Invoice, Credit Note, Purchase Order etc.) and Status(Pending, Failed Successful): 

Any of the above can be selected from the drop down menu, once selected click Apply Filter. If Search is clicked again, the selected filters will be reset

Double click on a row to view the email sent, and the option to resend if it failed

Set Up for Users (Optional)

If users have their own email address these can be set up in User Details, the password for the email account will also need to be entered:

If no email address is entered in User Details, then it is sent from the default email address which was provided at set up

Setting Up Messages for Document Types

CONFIGURATION

Each template type can have a predefined message and default template that will be used.

To set this up go to File>Printing>Email Print Set Up

Document Type: Show the list of templates that can have a predefined message and default template.

Subject: Self Explanatory

Email Message: Self Explanatory

Template: Select the template to be used

Tick Box: Include Document Number in Subject/SMS – This will add an invoice number for example

Once finished select SAVE

Do this for all document type/templates

REPRINT