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#21665 - 04/07/10 03:12 PM AR statement/letter Email
Barb9 Offline
Adagio Prodigy

Registered: 03/06/06
Posts: 273
Loc: Langley
I need to email out 3 letters together to all my AR Customers. I have created a form letter in AR maintenance specs and I have 2 other letters that that are saved in My Documents (1 word.doc and 1 PDF) what I need to do is when doing the email from Adagio / Accounts Receivalbe / Reports / statements/letters using the form letter that I have created is attach the other 2 letters to the email. Can it be done?


Edited by Barb9 (04/07/10 03:12 PM)

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#21666 - 04/07/10 03:16 PM Re: AR statement/letter Email [Re: Barb9]
Softrak Support Online   happy

Adagio Action Team

Registered: 03/09/99
Posts: 11317
Loc: Vancouver, BC Canada
Sorry but no. Emailing in Adagio does not support external documents or files.

If you have a website, could you upload the PDF and Word doc there, and instead put web links into the Adagio Receivables document? Then the recipient of the email could simply click the link in order to retrieve the 2 documents. The links could be part of the Email Cover.
_________________________
Regards,
Softrak Tech Support

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#21667 - 04/07/10 03:29 PM Re: AR statement/letter Email [Re: Softrak Support]
Barb9 Offline
Adagio Prodigy

Registered: 03/06/06
Posts: 273
Loc: Langley
Thank you for that suggestion I will probably use it for this email out. But we also have print boss and I was under the impression that I would be able to use this for the attachments

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#21668 - 04/07/10 03:32 PM Re: AR statement/letter Email [Re: Barb9]
Softrak Support Online   happy

Adagio Action Team

Registered: 03/09/99
Posts: 11317
Loc: Vancouver, BC Canada
Perhaps PrintBoss can do this, but that wasn't mentioned in the original question.
_________________________
Regards,
Softrak Tech Support

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#21674 - 04/07/10 07:17 PM Re: AR statement/letter Email [Re: Softrak Support]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4322
Loc: Vancouver, BC
PrintBoss can add the attachements as PDF files. YOur consultant shoul dbe able to help you out.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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#21692 - 04/08/10 09:19 AM Re: AR statement/letter Email [Re: Douglas Dickie]
Barb9 Offline
Adagio Prodigy

Registered: 03/06/06
Posts: 273
Loc: Langley
Sorry I didn't mention Print Boss in the first question but I wasn't informed that we had or might need it to do this.
Sorry

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