Send Service Document by E-mail

This chapter describes how to send service documents by e-mail. BEYOND Service allows you to send service documents as a PDF file in an e-mail.

• Send Service Quote via E-mail
• Send Service Order Confirmation via E-mail

Send Service Quote via E-mail

To send a service quote as a PDF file in an e-mail, proceed as follows:

1. Click Print/Send from the menu bar on the Service Quote card.
2. From the menu, select the Send by Email option.

The service quote is attached to the e-mail as a PDF file.

Send Service Order Confirmation via E-mail

To send a service order confirmation as a PDF file in an e-mail, do the following:

1. Click Print/Send from the menu bar on the Service Order card.
2. From the menu, select the Send Order Confirmation by Email option.

The service order confirmation is attached to the email as a PDF file.