WinCopy's Simple Records and Ready Email Configuration is Easy to Use

The simple email records sends an email to the order's contact.

when you click the send email the following email style is sent to your customer's contact:

by clicking the send email button the following style of email is sent (it can be customized by Tristar), Please send us a sample of what you need.

We have limited merge abilities so nothing too fancy.

That user's  email address and password must be used to log into the site:

the user will then log in and download their records:

• Related Articles

• WinCopy's Ship to Based Complex Email Records are Ready Documentation

  The complex records are ready setup is configured as follows on an order: You need to select a ship via description that includes the word download. You must say you have at least 1 set. You need to specify the email address and password for the ...

• How to Set Your Email Settings

  Please Note: Gmail has changed the location of App Passwords in their settings since making this video. You can create an app password here: https://myaccount.google.com/apppasswords The rest of the video will still help with creating the setting up ...

• How to Configure an Auto Email Template

  https://youtu.be/cx5Y27Pe8PQ The auto email template is a way to have the system send information via email to your customers at certain critical times in the life of an order: The key milestones on a job are shown above. You will need to setup each ...

• How to Import an Order into WinCopy

  Once you client completes entry of an order on our website, you can import the order through the dashboard link in Wincopy: by clicking the number the import queue is displayed: Now right click on the order to import the job: The bill to screen ...

• My statements won't send and there is no error message

  If you are unable to send statements and are not receiving an error message, it may be that your email settings need to be adjusted. To adjust your email settings, open Winserve or Wincopy and go to Maintain - Setup - Email Settings. We have another ...