Articles on: Messaging

Requesting files from suppliers via message

Requesting files by message is only possible if an email address is stored for your contact. Otherwise the contact does not appear in the selection list.

Click this button




Select the contact you want to write to.

You can add an individual message with your contact details to the recipient, but you don't have to.

You can use text templates.

Turn on Request files .

Select the contact folder in which the files should arrive

If there is a checklist on this folder, it will be displayed.

The switch at Make this checklist visible to contact should be ON.

Click Submit.

Done.

Updated on: 21/02/2020

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