Setting up Emails and PDFs

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A checklist is available to mark important steps.
Click here for the PDFs and Emails Checklist

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Prevent emails from going to SPAM!
You MUST change the SPF Record to have: include:mail.gw01.zoeysite.com
An SPF record lists all authorized hostnames / IP addresses that are permitted to send email on behalf of your domain. If your SPF record does not contain include:mail.gw01.zoeysite.com, emails from Zoey will likely go to spam.

LEARNING PLAN:
Please read all of the pages to understand the options you have when communicating with your customers through Zoey.

Email Settings
PDFs / Order Document Settings

Assignment

Assignment: Complete the basic setup of Emails and PDFs