Adding multiple documents to an email

Consolidating your PDF onto one email allows a single customer to receive multiple invoices at one time. This saves sending multiple emails to the customers.

The first thing you want to do is check off which invoices you want converted and consolidated. Once you have chosen those documents, check off the “Consolidate Emails by Customer” box in the header and then click on the “Process Flagged Docs” button.

Once these actions have taken place, an email will pop up on your screen with the documents attached. As with sending just a single PDF file, the PDF files will be saved onto the mapped network folder.