Troubleshooting: Unable to Email Customer Documents
You printed a customer document, but when you want to email it, Workday doesn't include the intended email recipients. This topic provides strategies for resolving issues related to emailing customer invoices, statements, and dunning letters to your customer contacts.
Cause | Solution |
|---|---|
You need to email a customer document to the primary email address. However, the usage for the primary email contact doesn't include the documents you want to email. |
Workday includes the primary email contact when you print and email a specific customer document, except when you set up customer contacts for specific documents. |
You need to email customer documents to multiple email addresses, but you don't set up email documents for customer contacts. | To email customer documents to multiple email recipients, you must set up customer contacts on the Addresses and Contacts profile group of the customer profile.
|
You need to email customer documents to your customer email address, but you encounter an error message prompting you to configure a business process custom notification with a valid repeat-on instance. |
|