Document importer - prompt to email certificate when uploading document
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
When the configuration option is enabled which provides a prompt to email certificate details when uploading a certificate document, this prompt will also be presented when uploading a certificate document using the document importer
More information on the configuration option required for this functionality is outlined here:
Prompt to email certificate when uploading document - configuration option
From the document importer, Certificates view:
Who the email is addressed to and the email template used is dependent on configuration |
For more information on enabling and using the document importer, click here:
Import and attach documents in bulk via document importer - configuration option