Sending an Email from the Desktop App

In this case, a new message will open in your default email client. Flexi cannot control which program the generated email opens in. The message is always created in the default email client configured on your PC.

You can find the list of supported email clients here. You can also find help with setting up your default email client in the guides for Windows and MacOS.

The sender of the message is filled in based on your email client settings. This address cannot be pre-configured in Flexi.

The email recipient is populated with the address of the Contact Person listed on the Responsible Person tab in the header of the document being sent. This person is pulled from the Address Book — from the Contacts tab for the given company.

If you need to send the message to multiple recipients, you must have multiple contacts created and, on the Details tab, check which document type should be sent to each contact. For example, if two contacts both have the "Send invoices" option checked, then when sending an invoice by email, the email addresses of both contacts will always be included.

If no contact person is specified, the email recipient will be filled in with the address listed in the company header in the Address Book.

In the case of payslips, the address is pulled from the HR module. The address can be entered on the Address tab -> Contact -> Email.

The message subject is populated with the name of the print report that is pre-configured on the document type under the Print tab.

If a standard report is selected, the internal document number will also be appended to the subject.

If a custom report is selected, only the report name itself will appear in the subject.

If multiple reports are configured on the document type under the Print tab, the subject will always use the most recently added one.

The document is always attached in PDF format. In the case of invoices, both a PDF and an ISDOC file are attached. Both files are always included and this cannot be changed.

The file name is again the name of the print report and the internal document number, containing only letters and numbers — all other characters are replaced with an underscore.

If multiple print reports are specified on the document type under the Print tab, a separate attachment will be created in the email for each report. In the case of invoices, attachments will be included in both PDF and ISDOC formats.

If no report is specified, the standard print report will always be used.

The body text of the email can be pre-configured on the document type — specifically on the Document Texts tab, in the Text for sending… field. Only plain text can be entered; no formatting is supported.

The signature will be filled in with the title, first name, and last name of the Flexi user performing the send action. Users can be edited in the Tools -> Users in Company menu, provided you have Admin rights.

The closing text: Generated by the ABRA Flexi accounting system, is always appended and cannot be changed.