This development is to allow the system to use the reference as the attachment file name when emailing documents. In the example below, we will use "Sales Invoices".
Previously the file attachment had a generic file name which made it difficult for the user to find the correct invoice.
The example below shows an invoice emailed with the attachment Pm7CAD.pdf. The user had to open the attachment to find out what invoice it related to:
The enhancement will change the pdf file name to be one of the references on the document archive type eg. Invoicenumber-9032319.pdf.
Please note: The filename will be dependent on the document archive record setup for this document type.
Setup
To find which reference you would like to use, go to:
Document Archive > Document Types
Select your document type
These are the fields that are available to, additional fields can not be added.
The file name will begin with the description in the reference field (i.e., DocumentReference-XXXXXXX.pdf where XXXXXXX is the document reference number).
In CS > NZ > Document Archive > Email and fax parameters
Select your archive company and document type:
You will see a new option, ‘Email generated from’, the dropdown allows you to choose one of the 3 archive reference fields:
The dropdown allows you to choose one of the 3 archive reference fields:
Once you have performed the steps above, this will activate the email file name generation. If this field is left blank, the filename will be generated as it currently is.
Note: This change will only be for the NZ market.