The Email Preview window allows you to preview and edit each email message that will accompany a PDF statement.

The Email Preview window consists of an email Preview Toolbar, the Email Toolbar, fields for composing unique email messages, and the Attachments pane.

The From field is unavailable for editing in the Email Preview window. Based on your settings, the content of this field is provided by Microsoft Outlook, the Email Template, or the Outgoing Email Configuration.

The content of the To field is retrieved from the Bill To record. Modifying the To field will affect the recipient listed on the Email Statements Report and the Email Statements Verification List. Email addresses in the To field must be entered in a specific format.

The content of the Cc and Bcc fields is provided by the Email Template. These fields allow up to 1,000 characters. Additional email addresses can be separated by using a comma. For example, you can enter: jwilliams@yahoo.com, sjones@jonesassoc.com, mjensen@andersonlaw.com.

The content of the Subject, and Body fields is provided by the Email Template. The Subject field allows a maximum of 199 characters. The Body field allows a maximum of 45,000 characters.

The Attachments pane, displayed below the email body, displays an icon for the attached PDF statement and, if included, invoice attachments from Tabs3 Accounts Payable (AP). It also allows you to attach additional images and documents using the drag-and-drop feature, the Insert File button, or by right-clicking in the pane and selecting Insert File. Double-click an attachment to view the file in the default application for the selected file type.

Note: The attached email statement that appears in the Email Preview window cannot be deleted or renamed.

When you are finished reviewing the record, you can send the email by clicking Send, or you can click Reviewed to mark the record as "reviewed" and move on to the next email, rather than sending immediately. You can also click Hold to place the record on hold and mark the record as reviewed to be sent at a later date. If changes were made or attachments were added to the email, click Save to save the edits to the email message.

Click the Next or Previous buttons in the Preview Toolbar to easily navigate through the list of emails in the Email Statements window. If you close the window or move to another record after making changes without saving, you will be asked if you want to save changes. Click Yes to save changes, No to discard changes, or Cancel to return to the email record.

See also:   Preview Toolbar
  Email Toolbar
  Email Right-Click Menu
  Email Statements Overview