Skip to main content

Creating an email attachment

  • Send quotes and orders as attachments (as of version 12.1)

    Um Angebot Angebote oder Bestellung Bestellungen als Anhang E-Mail-Anhang zu senden, muss die E-Mail über die Veranstaltung selbst angelegt werden. Im Reiter textformat Text der E-Mail erscheint dann eine zusätzliche Zeile über normalen Werkzeugleiste. Hier können Sie mit dem Module AngebotsgeneratorM  das formatierte Angebot/Bestellung zusätzlich als PDF anhängen.

    1. Select a suitable vorlage brief text template that draws on the event and segment data.
    2. If several segmentsM  are available for selection, select the desired offer/order in the input field process .
    3. The file name is preset with the subject of the e-mail, but can be overwritten.
    4. Select the format of the attachment (pdf PDF, Html HTML or docx DOC).
    5. Open a E Mail Anschreiben New cover letter () and select a template if necessary.

    FunctionBuilder Event sheets (for quotes or orders, but equally others), can be sent in PDF format as an email attachment: 

    1. Select a suitablevorlage brief  text template that incorporates event and segment data.
    2. Go to the Anhang Attachments tab.
    3. Click neu Add > FunctionBuilder Event sheets and use the search to select the template you want.
    4. The event sheet is attached in pdf PDF format.

    Invoice Rechnungen können ebenfalls als E-Mail-Anhang gesendet werden ().

  • Send quotes and orders as attachments (before version 12.1)

    Um Angebote oder Bestellungen als E-Mail-Anhang zu senden, muss die E-Mail über die Veranstaltung selbst angelegt werden. Im Reiter Briefe Text der E-Mail erscheint dann eine zusätzliche Zeile, in der Sie Veranstaltungsblätter auswählen oder mit dem Module Branded Prints* das formatierte Angebot (Bestellung) zusätzlich als PDF anhängen können.

    Send event sheets for quotations or orders in PDF format as an email attachment: 

    1. Select a suitable text template that incorporates event and segment data.
    2. In the top line of the toolbar of the tab Briefe Text make a left click in the input field Event sheet.
    3. Open a list of the  event sheet templates via Space+Tab.
    4. Double-click or left-click and ok Apply to select the desired event sheet.
    5. Activate the format pdf PDF directly to the right of the input field if it is not automatically pre-assigned.

    With the module Branded PrintsM you also have the option of selecting the formatted offer/order as an attachment:

    1. Select a suitable text template that incorporates event and segment data.
    2. Open a E Mail Anschreiben New cover letter (Open a separate cover letter)
    3.  Go back to the tab Briefe Text and select the format of the attachment (pdf PDF, Html HTML or docx DOC).
    4. The file name is preset with the subject of the e-mail, but can be overwritten.
  • Send internal files or external documents as attachments

    Documents from the database, but also external documents from the local hard disk, can be sent as attachments with emails.

    1. To send documents that are centrally stored in the database, select the tab Anhang Attachments > neu Add > Dokumentenablage General documents.
    2. Via  Anhang Attachments > neu Add > Dokumentenablage Documents you can search for documents filed with other accounts, events or similar.
    3. If the email is linked to a Adresse account, a VA event or other records for which files have been filed, these are also offered for selection.
      Ex: files from VA event/directory, Adresse account/documents or VA event/letters/emails
    4. Add more vorlage brief text templates and (only for emails from events) also FunctionBuilder event sheets .
    5. External documents that you attach via Anhang Attachments > neu Add > import festplatte Files are stored in the email database.
    6. To select external files via the Explorer window without saving them in the database, click on the title in the lower window infocenter daten Mark documents on the local hard drive .
    7. save Save your input by clicking on the icon in the top left-hand corner of the input window.
    M
  • Send business cards or calendar entries as attachments

    Business cards can be attached to emails as attachments. The business cards are sent in a VCF format and can be imported directly into the Outlook calendar by the recipient. The same applies to appointments, event data or reservations.

    1.  On the tab Anhang Attach  with neu  Add > vCard  Own business card  Your personal card, the  vCard Company business card or vCard  Further business cards xml-ph Several business cards can be summarised in a VCF file.

    2. For the electronic transmission of termine dates VA M   ,   events Gaesteliste or     reservations neu select   calendar entries VA >  termine eventor   appointment or Gaesteliste This email address is being protected from spambots. You need JavaScript enabled to view it.