In this article, we will show you how to automate the sending of electronic documents.
If you do not want to send the created electronic document items manually, you can also set up a scheduled task for this job. This can be set up in the Job Queue Entries menu. Open the Job Queue Entries, using the search bar:
Create a new job queue entry with the New button:
Fill in the data on the card as follows:
Type of object to be run: Program module
Identifier of object to be run: 42019601
On the Recurrence tab, specify the days on which you want to run the task. Set this only for the days when a new document is issued (invoice or credit memo).
Start time: Enter the start time of the working time
End time: Enter the end time of the working time
When you are done with it, use the Processing menu, Set Status to Ready option.
After completing the settings, the status field is set to Ready. If you would like to modify the settings, then select the Hold option while standing on the task first.
In the case of a job queue with a Ready status, the new electronic document items that are created are automatically signed and sent at the set intervals.
If any error occurs during the signing or sending (e.g.: the recipient's email address is incorrect), this can be tracked in the Error Status field value field in the electronic document item. After the error has been resolved, you can use the Reset Error State button to let the system knows that it can try signing or checking the item again.
During scheduled signing and sending, the system only deals with document items where the error status is empty.