Adagio Tip Of The Month: Email Attachments From Order Entry

Apr 10, 2019

Question: I email our customer invoices from Adagio Order Entry’s “email queue”. However, I only see an option to attach a .PDF file. I need to attach an Excel file. How can I change this option?

Answer: If you open the Email Queue in Adagio, for forms written to the Queue but not yet sent, and select one or more records from the grid, you can right-click and choose Attach File to include other files of any type, including Excel sheets.

There are no options to attach file types other than PDF directly from the Print/Email Invoice screen in Adagio. You have to do this sort of attaching from the Email Queue. This would mean that you have to send the emailed ‘To the Queue’ rather than ‘Now’, to give you the chance to include those extra attachments.

This tip was inspired by a posting on the Softrak Technical Support Forum, where registered Adagio Accounting users can post questions to get answered by Softrak, members of the Adagio Consultant community, and fellow Adagio Accounting users. Be sure to check it out!