Add or modify the email recipients (during sending)

This guide explains how to modify or add email addresses to which the document will be sent before the sending is finalized.

Adding or modifying email recipients (during sending)

To modify the email addresses to which the document will be sent, follow these steps:

1. Access the order or document details page that you intend to send.

2. In the section dedicated to integration with Fattura24, locate and click the button associated with the Personalizza email function. This button might be labeled as "Configura [Document Name]" or "Invia [Document Name]".

3. A modal window (pop-up) titled Invia documento will open.

4. On the right side of the window, look for the label Destinatari/o email.

5. Inside the text field below, you can:

  • Modify the pre-filled email address (which is usually the customer's).
  • Add additional email addresses by separating them with a comma or by selecting the suggestion after typing the address. The field has the placeholder "Aggiungi indirizzo email".

6. Once you have verified and modified all desired recipients, click the Invia button (usually blue) at the bottom of the modal window to proceed with sending the document.