If you'd like to customize the default recipients, the subject line, the default body content, or the name of the attachment on an email, follow the steps below.
Step 1: Go into your Application Settings and choose the Screens tab
Step 2: Choose the screen that contains the email action menu. For our example, we'll use the Purchase Order screen.
Step 3: Click edit email settings to bring up the pop-up configuration window
Step 4: Here you can adjust the default email recipients. You can add multiple recipients as well using the combine function. In the "from" field, you can also change the return mailing address. By default, it is firstname.lastname@example.org, but this can be changed. Note, the CC field only supports 1 email address.
Step 5: Here you can change the subject name. The default name combines the report type (in this example, Purchase Order), and the order number.
Step 6: Here you can change the default body text.
Step 7: Here is how you can change the default name of the attachment. This example will have an attachment named "Purchase ##"
Step 8: (optional) you can choose an order to test it to make sure the values are populated correctly.