Emailing transactions and attachments

Introduction

Emailing in Paragon is a feature that allows you to directly email transactions to your customer and/or vendor's email addresses. Attachments can also be added to your email.

Here, we'll walk you through this process of emailing Paragon transactions.

Verify your email settings

Make sure you have your correct email setup in my company under email settings. This ensures that you will be emailing from the correct sender address and using the correct email server.

Select your transaction

In this example we will be using the order module as our transaction to be emailed.

Open your transaction. Hit the action button and hit the email option.

Enter your email information

The email modal will appear.

Enter the receiving email address (and CC address id, if required). You can also enter an email subject, along with a message of your choice.

Your transaction will automatically be added in the email, under the attachments section.

Add another attachment

To add another non-transaction attachment to your email, hit the add attachment button.

Hit select a file from your computer or network.

You can add multiple attachments. When ready to attach to your email, hit the upload button.

Your attachment(s) will be added to the outgoing email along with the transaction.

When you are ready to send your email, hit the proceed button.

Emails include the PDF Template name in the attachment

When an email is sent from a Paragon transaction, we include the PDF Template name that was used. This can save some time when investigating an email thread later on.

What's next?

The same emailing process can be followed in all transaction modules. There are also many other features that are available in the action button.