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EmailYour organization wants to send the request details including attachments via email.  And you do not want to use an Event Manager Task to create and send this e-mail.

In Synergy Enterprise, there are two limitations when you like to send the request details by email directly from the request:

  • Microsoft Outlook needs to be installed
  • Attachments are not included

With the Exact Synergy Enterprise Workflow Plus Email tool:

  • Email is sent via your SMTP or exchange, Microsoft Outlook doesn’t need to be installed.
  • Any attachment linked to the request or linked to the document which is linked to the request can be included in your email
  • Email addresses can be selected from a multi select browser and all email addresses (person, contact person or accounts) in Exact Synergy are easily selectable
  • An email address also can be entered manually in case the email details are not in Synergy.

Pricing for this module is $625 and annual maintenance of $109.

A Manual is included will provide guidance with the self-install process and training of staff with this new functionality. Delivery of this tool will take approximately 7 business days. We will include 30 minutes of training / installation assistance with this tool.

This tool requires the addition of the Exact Role – “Enabling Add-On Solutions” for any Resource that is Viewing, Editing or a Participant in a Workflow Request that will be using this functionality.  This Role is available at a small cost from Exact Software, and is licensed by individual users. This Role is required for many of our tools and custom applications described on this website.