Paradigm Support Desk

Customer and Supplier transactions can be emailed to the respective Customer/Supplier once the documentation has been validated.

Documents are automatically validated when being saved, alternatively you can click the 'Validate' button at anytime whilst working inside a document.

The 'Validate' button can be found at the top of the screen.

After clicking the 'Validation' button, the 'Validation Results' window will pop up.

Errors such as missing information or other validation checks on prices or customer accounts for example will be listed here. Invalid documents cannot be Posted To Financials or Emailed out.

This is an example of a valid document with no errors.

Once validated and the transaction is ready to be posted, you can click the 'Email Document as PDF' button.

The 'Compose New Email' window will pop up. Here you can double check as well as edit the Email details.

You can view the selected 'Email Template' at the bottom of the window. You can add further context to the body of your Email here.

On the 'Attachments' tab of the 'Compose New Email' window you will find the file path to where the PDF Document is saved. This is the file that is to be attached to the Email.

Click 'OK' and the generated Email will be sent to the 'Outbox'.

For more information on how to use the Outbox, please see 'Using Email Outbox'. 

Bulk Emailing

Bulk Emailing allows users to select multiple documents (maximum of 25) and Email them simultaneously.

To select multiple documents you can hold the 'Ctrl' key on your keyboard and click on the documents you wish to select.


You can also hold the 'Shift' key on your keyboard whilst selecting documents. This will select all documents in between the 2 documents you have selected.

Once you are happy with your selection, you can click 'Bulk Email PDF' button.

If any of the selected documents are missing any required information, the 'Bulk Email PDF' button will grey out and disabled.

If successful, all selected documents (Maximum 25) will be sent to to the 'Email Outbox'.

Paradigm is the author of this solution article.

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