How do I change the email recipient under "Outbound Documents"?

Overview

In order to be able to send documents via email from “Outbound Documents”, an email address has to be assigned to them. If you want to change the recipient which, for example, was added through email server routing, or choose an entirely different email address, please proceed as follows:

Steps

Open the entry

1. Open “Outbound Documents” from the menu.
2. From the list view, open the entry of the document whose recipient you want to change.

a) Pick a different business partner contact

1. In the field eMail Recipient, enter part of the contact/user name of the business partner and click on the matching result in the drop-down list.
2. The field eMail is filled in automatically if an email address is provided.

b) Enter a different email recipient

1. Delete the content of the fields eMail Recipient and eMail, if necessary.
2. Enter a different eMail address.
3. metasfresh saves the progress automatically.

Next Steps

• Send the email to the new recipient from “Outbound Documents”.

Example