Communication setup

Communications are setup for a variety of functions throughout the system e.g. Authorisations or Sales invoices.

Note

To view the legacy version, please select Legacy User Guide.

How to view Communication setup

View Communication setup

As per Generic Navigation options, either from left-hand navigation panel, expand Settings and select Communication setup from the Email & Communications folder or enter Communication setup in the Search option.

This will then show the Communication setup on the system where normal customisation of Sets can be used.

• Description: Used clearly to identify the communication setup.

• Group: identifies the Communication Group.

• From: the email account used to send the communication.

• Contact field: the contact group that the communication is linked with.

• Attribute: The purpose of the communication.

Tip

To modify the columns displayed, select option on the right of the column display, then tick/untick the information you want to hide or display.

How to create new communications

Create a new communication

1. Select Communication setup menu from View Communication above.

2. Select New.

3. Fill in the required fields.

   

   • Description: This must uniquely identify the communication.

   • Communication Group: The Communication Group is used to group the communication(s) (Use the dropdown box to view valid groups).

   • In the General tab, From: This identifies the email account that will be used to send the communication from and can be based upon a communication from parameter (use dropdown box to view valid values) or a named Email account.

     Note

     If the Email account availability is not set to Environment, it cannot be hard-coded on the communication.

     

     
     

     Tip

     Certain FROM options require differing parameter values in the Data Source e.g. when Document legal entity email parameter is used, then DocId must be included in the data source.

     These parameters are validated in the data source tab, e.g.

     

4. Select who the communication is going to by adding details in the +To option.

   

   Selecting the dropdown option in the +To option allows you add details for Cc and Bcc.

   

5. Select Create.

The communication will now be ready for use or testing.

You also have the option to Discard if you don't wish to create the communication (you will get a prompt message to confirm this option)

How to edit communications

Edit a communication

1. Select and open the communication that you would like to edit.

2. Select Edit

3. You can now make changes to the fields that are white.

   

   Tip

   You can add parameters or links in a communication.

   

4. Once you are happy with your changes, select Save.

How to copy communications

Copy a communication

1. Select and open the communication that you would like to copy.

2. Select Copy.

   

How to test communications

Test a communication

The system allows you to test a communication. This is useful for security checks e.g. the correct communications are being sent to the correct recipients.

1. Select and open the communication that you would like to test.

2. Select Test

   

How to check communications

Check a communication format

1. Select and open the communication that you would like to check.

2. Open the Email tab.

   

How to lock communications

Lock a communication

1. Select and open the communication that you would like to lock.

2. Select Lockfrom the option.

   

   A black message showing Locked will be displayed for a few seconds and the setup will now show as Closed.

How to delete communications

Delete a communication

1. Select a locked communication that you would like to delete.

2. Select Delete from the option.

   

How to export communications

Export a communication to clipboard

1. Select and open the communication that you would like to copy.

2. Select Export to clipboard option.

   

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Updated September 2026