⇄ Applicable to: settings, account, invoicing

  1. Navigate to Organization settings via the logo in the top right corner and click on E-mail automations.
  2. Click on New rule at the bottom of the screen.
    - or -
    Click on a rule (or via) that you wish to edit.
  3. Give the rule a clear name for easy retrieval.

  4. DOCUMENT TYPE

    Select the document type you wish to send with this e-mail automation and choose in which file format this document type should be sent.

  5. SENDING PREFERENCES

    Select how the files should be grouped during sending. Preferably select Send files grouped by each document.

  6. SEND TIME

    Select the desired frequency of sending the documents (e.g. Weekly).

  7. RECEIVERS

    Select an existing connection to whom this e-mail automation should be sent. Select below which e-mail addresses of the connection should/should not be used.
  8. Click on Save.