Discover How to Amend Emails Sent Using Draycir’s Spindle Document Management
Spindle Document Management for Sage 200 is a user-friendly and cost-effective way to manage your documents from within your core Sage 200 system.
A key feature of the add-on is batch email distribution, but do you know how to amend your emails sent through the software?
In this Tip of the week, we show you step-by-step how to amend Spindle Document Management emails.
Additionally, you can watch the short video here to better your understanding.
Amending Emails
To amend emails sent using Spindle Document Management, start by logging into Spindle Document Distribution Tools.
You can search for this in the start menu and select the application. Type in your login details and select ‘Logon’.
Next, within the menu on the left side of the screen, select ‘Document Automation’ and open the automation which relates to the document you wish to amend.
This will show you the operations for this document automation. There can be multiple set up as there may be different criteria required for different scenarios. Therefore, you may need to consider the email message for each operation.
Select an operation within your automation. On this screen, if the email distribution method is selected within the ‘Distribution’ tab, the operation will have an email settings option.
To go into the email settings, select the automation on the left, and select ‘Email Settings’ in the drop down. Within here, you will see the ‘Message’ tab.
It is possible to have a plain text message and/or a HTML message. If both are configured, then the HTML email message will be used, if your email software supports this.
Within the ‘HTML tab’, select ‘Edit’ and the Email Editor will open. From here you can amend your message as required.
The spindle ‘##’ commands (for example, ##COMPANY##) can be used to personalise your message or highlight key information from the data on the actual documents when sent.
This could be information such as customer account name, account number, document number or document date.
If assigning these fields, you will need to understand which and how the commands have been assigned to the relevant document design within your accounting software.
After making your changes to the message, select the ‘Save’ icon in the top left of the screen.
Your amended message will now be used in future emails for this automation.
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