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Altus Send for Dynamics NAV
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The Altus Send add-on automates the process for communicating
reports and documents via e-mail (as PDF attachments). For generic
transmission of any report, a new "Email" button is added to all
Report Lists:
Clicking the Email button enables the user to enter criteria for
the report as usual. Then, when the Print button is clicked, the
report is generated as a PDF file named to match the report, and
a new e-mail message is opened with the file attached and ready
to send. Note that users can define standard body text to be
used for all reports, or customized text when specific reports are
sent.
To facilitate workflow and external communication, additional
transmission options are integrated directly into document forms.
For example, the Purchase Order can easily be sent to the
respective supplier:
When e-mailed, a new message window is opened with the supplier's
e-mail address automatically populated. The user just needs to click
Send:
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