Create an electronic document and send it
You want to create a document and send it as an electronic document.
Create a sales, service or reminder document.
On the Document card page, choose the action Post or Issue action depending on the selected document type in step 1.
The document is now validated by Continia e-Documents Export. Fix the errors in the validation so the document can be posted.
Choose the icon, enter Documents to Send, and then choose the related link.
On the Documents to Send page, choose the Send action. A message appears showing the document is sent.
The document is now sent and moved to the Documents Sent page and the Status field is set to Exported.
Before posting the document an e-Documents Export Customer must exist and the Active checkbox on the Continia e-Documents Export customer must be selected. This enables the validation of the document when posting and the creating of the document in the list of documents to send.