Emailing a document

[QFMathew]

Hi @Hariaum

@Hariaum

1,if its poss to email a document which is NOT and invoice or a receipt.

Do you mean to the receipt hub, or from QuickFile? You can email any document (as long as it’s supported, such as .html, .jpg, .pdf etc.). As for emailing out, you can only email invoices, estimates, reminders, payment confirmation etc.

@Hariaum

2, and attach it to a particular client.

This isn’t possible at the moment, but you can attach files to invoices and estimates. You may wish to add your vote to this topic:

Attach Documents to Client or Supplier Cards

Can we get a show of hands for the implementation of a feature where we can upload documents to the supplier or client cards? Sometimes I have letters or statements that I need to file, but the I fear putting it into the document manager because I think I’d struggle to find it again, or even remember that it’s there. Also, the current document store doesn’t allow for custom folders, so I couldn’t organise properly anyway. If we could attach documents to supplier or client cards, the uploads w…

@Hariaum

3, can the client access / view it as they can view their invoices.

If a document is attached to an invoice or estimate, the client will be able to access this when they view the invoice or estimate itself