Sending templates as attachments

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Calvin Young

• 09 November 2015 05:54

It would be great to be able to send templates such as invoices etc as attachments directly from axcelerate. Many of our clients want to print these documents and it would be better if we could send them directly from axcelerate as an attachment to the email without having to save it to our computer as a pdf document first.

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• Official comment

  

  Rowan Carley

  • 12 November 2015 00:48

  Hi Calvin,
  Thanks for submitting this question!
  There is functionality to do this within aXcelerate currently.
  You can do this from the Send as Template section of the Finance Management page.
  To do this follow these steps:
  - Select Send as Template
  - Chose the template to be used for the Invoice and Submit. This template will be sent in PDF format.
  - Select the email option
  - Select the template to be used as the content of your email from the email content field.
  - Select Send

  Please let me know if you have any further questions on this.

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  Michelle Barry

  • 11 November 2015 21:41

  Great idea!

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  Calvin Young

  • 12 November 2015 02:12

  Hi Rowan,

  Thanks for those instructions that's perfect. Is it possible to do this for other templates as well? We email template confirmation of enrolments which we would love to send as attachments as well.

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