Sending Documents by Email through Cegid Docs

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To make it easier and more automatic to provide documents to entities, the ERP's integration with Cegid Docs supports automatic email sending with access to view and download issued documents.

This feature lets you provide documents to external entities, namely customers and suppliers, by sending an email that includes access to the corresponding document on the Cegid Docs platform.

This lets recipients view and download documents simply and directly, without needing to receive them as email attachments.

To enable this feature, you must configure, on the Internet tab of each document type:

  • Send document by email

  • Send through Cegid Docs

  • Addresses