Terms & Conditions

1 year agoopen0

Could the ability to add a document to an email be added. For example the Terms and Conditions are in a word document and the user wishes to email an invoice to a customer. There would need to be a flag to say ” Attach document to email”. Would probably need to tell the system in which folder the required attachment lives .This would need to cover all emailed documents . Eg Terms and conditions may be required for quotes , advice notes and invoices. There is already an option to add a document to a statement run , just an extension of that please.

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