Email delivery

The Email delivery sends a file generated by your process as an email attachment. This is how the email delivery step looks:

Just fill To, Subject, and Body fields of delivery as you do in any email client. You can specify Cc and Bcc if need be.

Expand Advanced to set:

• Display name. The name which recipients see when receiving emails. Default is Plumsail Documents Delivery. You can define your custom Display name.

• Reply-to. The default is the currently logged-in user’s email. It’s possible to change it.

Use tokens to specify recipients

You can either manually specify the email address

or enter the email as a token, if the token exists in the source template.

The token may contain several comma separated adresses: john.smith@contoso.com, adam.allman@contoso.com

Use tokens in email subject and body

You can insert values from your data using tokens. Let us assume, your data has property “invoiceNumber”. In this case, you can include it using token {{invoiceNumber}}.

Those tokens work the same way as in document templates including value formatters. Additionally, you can use {{@date}} token to include current date:

• {{@date}} - full current date with time.

• {{@date}:format(dd.MM.yyyy hh:mm)} - formatted current date.

Note

Review the full list of available deliveries.