An Email document will send an email (If Auto-Pilot is installed and running) at the earliest opportunity.
The Sender Rule must result in a valid email address, for example, click Build... and enter the following:
The Subject Rule controls the subject line of the email, for example:
"Quote for Specification " & DWSpecification
The Attachments Rule is used to attach documents to the email, for example:
"\\Data\Models\" & DWVariableDrawingFile & "|\\Data\Corp\TandCRev3.pdf"
It is possible to control which documents are displayed as an email attachment. This can be done by the file returning the value "Delete".
Rules can be built for the recipients, carbon-copy recipients, and blind carbon-copy recipients of the email, for example:
To build the email body, enter the text of the message. To insert the value of a rule, select the place where the value should go and click the "Build..." button.
To toggle between preview mode and edit mode, click the "Preview" button.
To edit an existing rule in the body of the email, double click the rule.
Dear <<=CustomerNameReturn>>, Please find attached the documents and models generated for this specification. From, <<=DWCurrentUserName>>