The Contact Priorities settings identify the recipient or multiple recipients of the Auto Send document. The Contact Priorities are used to prioritize the send options as well as identify CC recipients.
The Contact Priorities are found within the Contact Priorities tab of each Auto Send mode. Review Auto Send Overview for a list of Auto Send modes. Click on the Contact Priorities tab as shown below:
The priority order is top-down. In the above dialog, the recipient will be the A/P contact if the contact type exists with the customer's . if not, the recipient will be the E-mail contact, otherwise the document will be sent via the e-mail to fax service option.
Complete the following steps to create and order the recipient options:
Select an available Contact Type that should be searched within the account. The Contact Type is set within the of the customer record as shown below:
Select an Information option as listed below:
E-mail: The e-mail is directed to the e-mail contact. The system will only send the document to a single E-Mail contact. The process will search for the first E-Mail type on the customer record and move to the next contact type with a information setting of e-mail only if the original contract does not match the criteria.
CC E-mail: This option will send a carbon copy of the e-mail. This send type can be listed anywhere in the priority list in order to be utilized since all contacts with this Information setting will be sent the document.
Fax: Auto Send can be combined with an e-mail-to-fax service to direct documents to a fax instead of e-mail.
Enter multiple Contract Priorities to send to multiple contacts or to use multiple Contact Types. Note the differing response to an E-mail contact and the CC E-mail contact.
The account's contact settings are found on the within the account record as shown below:
Review the following instructions to setup contacts: