Emailing from Buildlogic
Emailing from Buildlogic
You can email orders and claims directly from Buildlogic. Your email signature needs to be set up in the manage user details menu from the user bubble in the top right of the page.
Buildlogic does not link to outlook so the email address to send from need to be configured in the system menu settings on the email settings tab. There is an option to send from two different emails for different modules, the purchases and contracts can be different to the sales transactions. There is an option to send a cc to the person sending the email if required. This setting is on the others tab in settings. Again, this is a Buildlogic Client Administrator function to set this.
To email a document from Buildlogic, you go into the function that you want to create, say Purchase Orders. Create the order and then select the button to email it from the options at the bottom of the screen. All functions that have templates to send out to clients will have a template list at the bottom of the screen. On pressing this button, Buildlogic does the word merge, creates a pdf hen attach this to the email screen.