Custom Values

It can be a useful tool to set up Custom Values in the case that you are likely to use a range of emails for a Customer / Vendor throughout Document Delivery.

NB: You can setup custom values for any of the codes created per document type. To get the full benefit of using it for another code you need to make sure it is also set up as a field line which has bene explained previously in the user guide.

To set up Custom Values, highlight an individual Customer on the Customers page (or Vendor of the Vendors page), and click Custom Values in the Ribbon.

Here you can input several emails that can be used for a customer in conjunction to a document type, as shown below. Based on the record you were on when you selected the Custom Values button the first 2 fields; Source Type and Source No. will be populated

You will then need choose your Document Type Code, if you know the code type it in or use the drop-down arrow to show you the list of document types you have created that you can choose from. The Document Type Description will automatically populate based on your choice.

Next populate the Field Code, again type in the code if you know it or select from the drop-down. Based on your choice of Field code then populate the Value field. For example, you may have different departments within your company which handle different documents, the setup in here allows you to be able to send different document types to different departments within one company, rather than to one generic email account.

By modifying the settings above customised values can be inserted into email messages easily and saves repetition.