Send information in the body of the email, not as an attachment
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If you prefer to send information in the body of the email, and not as an attachment, select this check box.
If you select this check box, the remaining attachment settings become inactive.
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Attachment Format
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To define the attachment format to use for your sales order layout, choose from the following:
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Attachment Filename
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To define the file name format to use for the attachment, choose from the following:
- Sales Order 25
- Sales Order 25 from [company name]
- Sales Order from [company name] - [date]
Tip: Order 25 is used as an example, 25 is replaced by the actual order number when the email is generated.
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PDF Password |
This option is only active if the Attachment Format is PDF.
To specify whether or not to define a reporting password for a PDF attachment, choose from the following:
- No - No password is applied to the attached document.
- Yes - From Customer Record - This applies the reporting password from the customer record to the attached document.
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