Email Edit View

  • BOS has integrated email functionality.
  • Forms (e.g. Customer Invoices and Statements) can be emailed directly from the transactions or reports.
  • Email Templates may be customised to include personalisation and other features.
  • Once set up, documents can be emailed from the screens on which they are viewed by clicking Output (button). These emails are placed in the Outbox, from where they can be edited or sent.
  • Emails is a menu option which can be included in any menu. 

When you close an email (as opposed to sending it), you are prompted to Save the email to the Outbox, or to Delete it.


Buttons Explained

ButtonDescription
NewCreates a new email.
AttachAllows users to add an attachment.
SendSends the email. Emails are sent using HTTP and AWS SES – One Region.
ForwardForwards the email.
SaveSaves any changes.
DeleteDeletes the email.

Fields Explained

FieldDescription
ToA field for users to type an Email Address or select an email address from the dropdown list.
The main recipient of the email.
CCA field for users to type an Email Address or select an email address from the dropdown list.
The person the email is copied to.
BCCA field for users to type an Email Address or select an email address from the dropdown list.
The person the email is secretly copied to (i.e. without exposing their email address).
Attachment sectionLists the attachments. This section only appears if the email contains attachments.
Subject A short description of what the email is about.
Email BodyA block in which to type an email.

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support