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Each person their report or documents: This option is used to send each recipient only their information. After choosing to send "Each person their report or documents"; the next step is to identify what Sage information (i.e. record) will be used to create a mailing list. A mailing list identifies who needs to be emailed and who doesn't.
Click the dropdown next to "Mailing list based on" and pick the Sage record to use. For example, to send each employee their pay statement, select "PR Check" to create a mailing list based on who was paid in the most recent pay period.
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Click here for a table that helps identify what record information is stored in based on where it's viewed or entered in Sage.
Tip: Use the Search at the top and the "Frequently Used" group to quickly find what you want to send.
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Next, select a prebuilt Condition or choose to create a new one. The Condition determines which Sage records are used to create the mailing list to identify who should be emailed. The list of available Conditions is filtered to those that look at the same Sage record specified in the "Mailing list based on" dropdown
Example: If "PR Checks" selected in the "Mailing list based on dropdown", the list will show only Conditions that also create a mailing list based on PR Checks:
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Note: When activating a prebuilt Task or modifying a Task that has previously been activated, the "Mailing list based on" record cannot be changed.
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Select a prebuilt Condition or "NEW CONDITION", then click Next. You'll then customize and preview your criteria in the Condition step.
Related Links
Send Reports & Documents Overview
Send Each Person Their Information
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