Combining E-Document Generation and Sending with the Process E-Document Button
By enabling the Process E-Document button, the administrator can combine e-document generation and sending as a single action. This button can be enabled and made available on invoices and credit memos. Before enabling the Process E-Document button, the e-document template and sending method must be specified on transactions.
To enable the Process E-Document button:
-
As administrator, go to Setup > E-Documents > E-Document Preferences.
-
On the E-Document Preferences page, in the E-Document Automation Type dropdown field, select Generate, Certify, Send.
-
Click Save.
The Process E-Document button becomes available on invoices and credit memos. This means you can generate and send e-documents in one click. For more information, see Processing E-Documents Automatically for Individual Transactions.