Print and E-Mail

In the global settings for printing and shipping, default settings are made for sending project documents and reminders.

Program Settings for printing and sending

Print

Save when printing

Selection list

Here you can specify whether and under what conditions a project is saved before it can be printed. Options:

Question – print only when saving
Qustion – print even if not saving
automatic saving
print without save

Default behavior print button

Selection list

Here you can specify whether the standard print button in the project should only print the document or simultaneously save it as a PDF file attachment. (The default is print only.)

Mask file name

Input field

When saving (and printing or emailing, if applicable), the filename is automatically generated from the document title and document number.
Alternatively, the filename can be customized using any combination of the following placeholders:{Document number}
{Document name}
{Print template description}
{Customer matchcode}

Furthermore, the file naming can be controlled via script.
For this, the placeholder {script:scriptname} must be entered as the mask.

E-mail sending

Standard subject for emails	Selection list	Selection of a free text (recorded in the text templates) that shall be used for subject in automatically sent emails.
Standard text for emails	Selection list	Selection of a free text (recorded in the text templates) that shall be used in automatically sent emails.
Send email via	Radio-Buttons	Documents can be sent as PDF attachments from various points within the program. It must be specified whether the sending method is via the… MAPI interface, via EML or via SMTP When sending via the MAPI interface and via EML, the desired sending format must be specified (Plain, Rich Text – MAPI only, or HTML). A Microsoft Outlook client (Outlook classic) must be installed to use the MAPI interface. For Microsoft New Outlook or email clients from other providers, the EML option must be selected. When sending via SMTP, the access data must be entered in the network settings (see Program Settings / Network and WebServer). By default, SMTP sending occurs in the background with the stored text.
additional entry window for E-Mail subject, text and attachments	Checkbox	For sending project documents via email, an additional input window can be opened in which the user can change the recipient addresses, the subject and the email text, and attach additional documents.
Use E-Mail templates for reminders	Checkbox	Opens an additional input window for editing the email (address, subject, text and email attachment) when sending a dunning notice from the dunning run.
Reminder E-Mail text	Selection list	Selection of a free text (recorded in the text templates) that shall be used in automatically sent reminder emails.
Reminder E-Mail subject	Selection list	Selection of a free text (recorded in the text templates) that shall be used for subject in automatically sent reminder emails.
default behavior pdf send button	Selection list	Here you can specify whether the document should only be sent using the standard Send PDF button in the project or whether it should be saved as a PDF file attachment at the same time. (Standard is only sending)