This guide describes how to specify or modify the email addresses to which the document (Invoice, Quote, etc.) will be sent.
Add or Modify Email Recipients
To specify who should receive the document, follow these steps.
Procedure
1. From the document management screen, look for the label Personalizza email.
2. Click on the button below (the text will be Configura [Document Name] or Invia [Document Name]). A pop-up window titled "Send Document" will open.
3. On the right section of the pop-up, look for the field labeled Destinatari/o email.
4. The field may already be pre-filled with the customer's email address.
5. To add a new recipient, click inside the field (which will show the text Aggiungi indirizzo email), type the desired email address and press Enter.
- Tip: You can add multiple email addresses, which will appear as separate "tags."
6. Once all correct email addresses have been entered, click the Invia button at the bottom of the window to proceed with sending the document.
