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Document Layout - cc Email

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Posted on by SeanLo 126
Good morning,
 
We use the document layouts section of the client card, to populate the /Send to Email/ for our Invoice Report. This process works well.
However, there are times where we would prefer an email address to be on CC, as opposed to the /Send to/ line. 
Is this possible to achieve from the Document Layouts section of the client card? Or any other way?
 
Kind regards,
Sean
 
Categories:
Financial Management
  • Suggested answer
    Steven Renders Profile Picture
    Steven Renders 5,043 Moderator on at
    Document Layout - cc Email
    I think this will require a customization/development.
    Or maybe do the emailing in Power automate?
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 68,664 Super User 2024 Season 2 on at
    Document Layout - cc Email
    Hi, you can try the following method, but I'm not sure which day it might not work.
     
     
    Thanks.
    ZHU

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