Sales Orders - Email Multiple Customer Documents

Select multiple documents (order confirmations, proformas, delivery notes, return authorisations or credit notes) from your list view and send them from Zedonk at once.

#From the Order list view select the relevant documents you would like to email - you can filter your list view if required

#Click [X Selected] on the top right and click [Bulk Email]

#Complete the fields and click [Send]

Tip: The available templates will be the same as your e-mail templates when sending individual documents.

Based on the document types you have selected, you will need to specify the document format types you would like to send.

#Your recipient will then receive an access link to the document portal

Note: The portal link is valid for up to 30 days from when the link was originally emailed.

#When the link is clicked, they will be taken to the portal. They will need to enter the pin stated on the email received. Then click [Submit]

#All sent documents will then be available to download