Document Types
Make sending documents easier. Make different documents behave in different ways.
Name
Document name.
- Description – Document description. Note that this will appear in an email templates subject line with the variable [%doc_description%].
- Security Level – Security applied to the document.
- Available Online – Yes=document available online. No=document not available online.
Actions
Edit document definition, payment settings, document details and delivery options.
Delete – Remove user from company.
New Document Type
Create a new document type.
Document Type Definition
Document name
Document Description – Note that this will appear in an email templates subject line with the variable [%doc_description%].
Email Template – Choose the email template associated with this document for email customers.
Payment Settings
- Payment Account – Email support to learn about setting up a payment account.
- Recurring Payment Template – Choose the email template associated with recurring payments.
- Payment Confirmation Template – Choose the email template associated with payments confirmations.
Document Details
Requires a Document – Yes=Document is required. No=Document is not required.
Document is Available Online – Yes=document available online. No=document not available online.
Authentication Required to View Document – Yes=Choose the type of authentication required. No=Authentication not required.
Attach PDF to Email – Yes=This document will always be an attached to email (size limit=512KB). No=This document will be downloaded via link in email body.
Attach PDF Security – When Attach PDF is enabled use security before access to the document is granted.
Note that this option may cause your emails to be blocked by firewalls or anti-virus scanners.
Delivery Options
- Allow Customers to Select All Available Delivery Methods – Yes=Customer can choose both print and email, print only or email only. No=Customer can choose print only or email only (they cannot choose both print and email).
- Select Delivery Preference Methods Available to Customers – Choose the available delivery preference options customers can choose from. Note that this setting overrides “Allowing Customers to Select All Available Delivery Methods” setting.