Preference

Function

Default Message Text

Select a document type from the drop-down list at the top of the window and then complete the following settings to apply to that document type. Repeat for each document type you wish to e-mail.

Enter salutation, subject line, and body text. Point of Sale writes this information to each e-mail it creates, but you can edit individual e-mails before sending.

You can add information fields (shown in <brackets> at bottom of window) to your subject line or message, in which case the information from the matching fields on the document being sent is auto-filled to the message when it is created. Enter the field name and bracket just as shown.

Create attachment as

Select one of the e-mail attachment formats:

PDF recipient must have Adobe Acrobat Reader installed to view.

Excel recipient must have Microsoft Excel 2000 - 2007 installed to view.

HTML can be viewed in web browsers.

Text plain text format that can be viewed in most text editors or Word processing software.