Email Notification#

The Email channel in the Notify action allows you to send automated emails to customers, suppliers, and internal users.

1. How to Configure Email Notifications#

Recipients#

Choose recipients using three methods in the UI:

• Static List: Enter one or more email addresses.
• Dynamic Field / Variable: Use the Smart Value Selector to select an email field from the document (e.g., @doc.contact_email) or a variable (@vars.manager_email).
• User / Role: Select specific system users or roles.

Subject & Message#

Compose subjects and body content using text and field tags selected through the Smart Value Selector:

• Subject: "Order Confirmation: {doc.name}"
• Message: Insert document fields like Customer Name (@doc.customer) or Date (@doc.posting_date) directly into the body text.

Attachments#

• Attach PDF: Toggle on to generate and attach a PDF of the triggering document using its print format.

2. Practical Example#

1. Add Notify action and select Email channel.
2. Recipients: Open Smart Value Selector → Select @doc.contact_email.
3. Subject: "Invoice {doc.name} Payment Received".
4. Attach PDF: Enable PDF attachment.