Setting Up Email Addresses for Different Document Types

Setting Up Email Addresses for Different Document Types

Overview  

Setting up different email addresses for different document types ensures that the emails that you are sending out from Khaos Control Cloud go to the correct recipient.  A step by step guide can be found below the video.  



Steps 

  1. Open the Company Record.
  2. Enter Edit mode.
  3. Use the Actions menu to select Email Document Types.
    1. When emailing invoices where the company doesn't have an Email Document Type (for invoices) specified, the fall back will be the invoice contact.
  4. In the dialog, use the New button to add a line for each document type.
  5. Select the Document Type from the drop down.
  6. Add the required Email Address.
  7. Click OK when complete.
  8. Save the Company Record.