In nShift Ship On-premises it is possible to send shipment documents like bills of lading attached to an email. This article explains how to attach a document to an email using the Mailback feature.
Prerequisites for sending documents by email
- Sending documents attached to emails uses the Mailback feature in nShift On-premises. Read how to set up Mailback here.
- You must have a printer of the type Windows page added.
Follow these steps to send a document using email
- Go to Setup and locate the level at which you want this activated.
- Right-click and choose New. Add the icon Document Options.
- In Document Options, select the document you wish to use and click the dots ... in the Mailback column. Notice that the document must be active.
- Choose whether you want the document attached to regular shipments, return shipments, or both, and click OK.
- Right-click and add the setup item Document Printer Mapping.
- Inside Document Printer Mapping, you must select the Windows page printer on the documents you want to email and click OK.
- Open/add the Mailback item on the product level.
- Open the General tab and remove the tick in Disable mailback & documents on return shipments.
- Next, select the Documents tab and select who should receive the document. In the example below, the document will be sent to Sender.
- Type the subject and body text you want and click OK to finish the Mailback setup.
- Remember to type in the customer's email address in the Sender email field when creating the shipment. (In this example, we chose Sender in step 9, but if you chose other addresses, you must remember to fill in email addresses for these, too.)
- Click Print to create the shipment. The customer will now receive an email with the document attached.