Mail Sender

Use the Projetex Mail Sender to quickly create template-based documents and send them to your clients and experts without using an outside e-mail client.

The Mail Sender is accessed via the Send Mail button near the bottom right corner of the price lists and the New/Edit windows of Quotes, Projects, Jobs, Payments and other documentation.

 

 

 

The Mail Sender opens with the template-based document already attached, the subject line containing the name of the table and attached file, the appropriate mail template applied to the body of the message, and addressed to the client/expert associated with the document.

You can select a new e-mail template or edit the body of the letter manually, change the address and subject, add CC addresses, attach more files and set the letter's priority.

If you have not set up you Email parameters yet, you can do so right here by clicking SMTP Settings.

Click Send to send the e-mail to all the selected addresses.

 

 

 

See also:

Mail Settings

Email Templates