Email, WhatsApp and Telegram

Email a document

Open the record → Send → Email. The customer's email is filled in if the record has one; you can add more addresses (press Enter after each), Cc, a subject and a message. Choose the format and language of the attached PDF, then click Send.

Sending happens in the background. You get a notification (the bell) when the email has gone, or, if it fails, one that says what the mail server answered. Sent emails are recorded in the record's Activity.

Set up email (administrators)

Settings → Email:

• From our own email account (recommended): emails come from your address, and replies reach you. Fill in the details your email provider gives for "SMTP" or "outgoing mail": server, port, security, user name, password, and the address and name to send from. The password is stored encrypted.
• From Zanix's email: Zanix sends on your behalf. Replies don't reach you.
• Don't send email: nothing is sent.

Click Save and send a test email to me to check. If it fails, the message shows what the mail server said.

Zanix never sends from a different account behind your back. If email isn't set up, people who try to send are told so, and nothing is sent.

Send via WhatsApp

Open the record → Send → WhatsApp, check the phone number (with the country code, for example +964 750 123 4567) and the message, choose the PDF language, and click Send via WhatsApp.

• On a phone or tablet, the share menu opens: choose WhatsApp, then the chat. The PDF and the message go together.
• On a computer, the PDF downloads and WhatsApp opens with the number and message ready. Attach the downloaded PDF (paper-clip icon) and press send.

Zanix doesn't send the message itself and doesn't put a link to your document in it: you send it from your own WhatsApp. The send is recorded in the record's Activity.

Telegram alerts

Get alerts, like a sign-in to your account from a new device, in Telegram as well as in Zanix:

1. Open your menu (top right) → Telegram → Connect Telegram.
2. Click the Zanix bot's name to open it in Telegram, and press Start. If Telegram doesn't send the code for you, send the code shown in Zanix.
3. The bot confirms. From then on, alerts also come to Telegram.

The code works for 15 minutes and only once. To stop, click Disconnect.