Objective:

Learn how to configure customer and vendor contacts to receive email documents in Encore. Understand how to enable the Email PDF functionality for seamless document delivery. Master adjusting application settings to ensure efficient and accurate email distribution of documents.

Audience

Customer service, accounting, purchasing, shipping, and IT.

Required Knowledge 

The user needs access to customer maintenance, customer contacts, ship to maintenance, vendor contacts To enable Email PDF and enter a mail server address, the user will need system administrator privileges

Curriculum

4 Chapters · 8 Lessons

  1. 1

    Configure Email PDF For Customers

    1. (Included in full purchase)

      Customer Documents

    2. (Included in full purchase)

      Configure Ship To Documents

    3. (Included in full purchase)

      Configure Customer Contacts

  2. 2

    Configure Email PDF For Vendors

    1. (Included in full purchase)

      Enable Vendor Purchase Order

    2. (Included in full purchase)

      Configure Vendor Contact

  3. 3

    Administrator Configuration

    1. (Included in full purchase)

      Plant Table Configuration

    2. (Included in full purchase)

      Company Table Configuration

  4. 4

    FAQ

    1. (Included in full purchase)

      Frequently Asked Questions