In this article, you will learn how to ensure the “Send Document per E-mail”-button is activated at the end of the sales tool process.
Fast lane
- Navigate to Communication / Administration / Notification rules.
- Ensure the notification rule for the event New member is active, and the notification type is email.
- Set the rule to either automatic dispatch without confirmation or confirmation before dispatch.
Notification Rules Configuration
The functionality of the Send Document per E-mail button depends on the notification rules you have set up. These rules determine whether the document is sent automatically or requires confirmation before dispatch.
Activating the “Send Document per E-mail” Button
- Navigate to Communication / Administration / Notification rules: Access the settings for the notification rules regarding the event New member.
- Click on the three-dot-menu (⁝) and activate the notification rule if deactivated.
- Click on the three-dot-menu (⁝) and click on edit notification rule. Ensure that the notification rules are set to communication via email.
- Set the appropriate rule:
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- For the button to be visible, set the rule to confirmation before dispatch.
- For automatic dispatch (no button visible), set the rule to automatic dispatch without confirmation.
- Note: If the notification rule is deactivated, the button is visible and shown in grey but without function — activate the rule to make it work, depending on the settings above.
Ensure that the email template for new members includes the contract document as an attachment (Communication / Administration / Template / edit template content).
By following these steps, you can control the activation of the Send Document per E-mail button according to your preferences and ensure a smooth process for sending contract documents via email.