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.
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
You can insert values from your data using tokens.
Their list is available by clicking { }
.
Let us assume your data has property address.
In this case, you can include it using token {{address}}
.
The tokens work in the same way as in document templates including value formatters.
Additionally, you can use predefined tokens:
{{@date}}
- full current date with time,
{{@number}}
- the current document number.
Note