Record an Outgoing mail dossier item

You generate merged letters and save them as a dossier item for the addressee.

This description shows you how to create one dossier item containing a merged letter.

To record an outgoing mail dossier item:

1. Go to: CRM / Dossier / Dossier.
2. Select the value Outgoing mail in the Dossier item type field.
3. Complete the following steps in the wizard. For more information, please refer to the general description.
4. In Target, select Print document and record in file.
5. Click on: Next. 
6. Select the document. Which documents are available depends on the contact type: you see different documents for an employee than for an organisation/person.
7. Select the Generate read-only document check box, if you want to generate the document as a PDF file.
8. You have to decide if you want to immediately print the document or if you want to open it.
9. If you select the Print document immediately on selected printer check box, you can specify the number of copies you want to print for each document. This allows you to, for example, print two documents for every contact: one for your own archive and one to send out.

   In AFAS Online, you can only immediately print the merged letter if the PCC is installed on your workstation and the environment is linked. If this is not the case, you can open the file later on and then print it from your workstation.

10. Select the sender. Profit can include the sender's data in a document if the sender fields have been included in the document layout.
11. If necessary, use One example to check the document's appearance.

    On a local installation, the example is opened immediately. In AFAS Online, you can open it via My files.

12. Click on: Finish. 
13. The next steps depend on the situation:

    File is opened automatically

    Profit always checks first if the file can be opened automatically on your workstation.

    Conditions:

    • You have installed the PCC and linked it to the environment.
    • You have installed a supported version of Word on your workstation.

    If Profit is installed locally, the file is always opened immediately.

    Open a file manually using InSite

    To open a file using InSite:

    1. Start InSite.
    2. Click on: Communication Center.

       

    3. Click on the file.

       You can open many different types of files from this list. Always look at the indication in the Type column.

       

       The file is saved to your hard disk and you open it in your locally installed version of Microsoft Office.

       Exported files are removed from the My files view after 48 hours. You can remove files yourself by selecting General / Output / My files in Profit Windows.

    When you open a Word file manually using My files, the E-mailbijlagen en andere onbewerkbare bestanden openen in leesweergave check box must be deselected. Open Word, go to Bestand / Opties and check this setting.

    

    Open a file manually using Profit Windows

    To open a file using Profit Windows:

    1. Go to:General / Output / My files.
    2. Double-click on the file.
    3. Save the file to a local disk.
    4. Open the file in your locally installed version of Microsoft Office.

    See also:

    • Save files (AFAS Online)

    When you open a Word file manually using My files, the E-mailbijlagen en andere onbewerkbare bestanden openen in leesweergave check box must be deselected. Open Word, go to Bestand / Opties and check this setting.