Automatically attach cancellation notices to emails
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In this article, you will learn how to set up cancellation policies to be automatically attached as a PDF file to order status emails. You can also set up the cancellation policy to be automatically attached as a PDF file when you send order documents.
Prerequisites
- You have set up your cancellation policy (see Help Center article "Set up legal texts").
- You have activated the corresponding email events so that order status emails are sent (see Help Centre article "Set up email events").
Attach cancellation notices
- In the menu, select Settings > Settings for order documents.
- Click on Cancellation policy in emails.
- Activate the email events for which the cancellation policy should be attached to the order status emails as a PDF file.
Note: You can only activate the option Attach cancellation policy as PDF file if the corresponding email event is also activated (see Help Centre article "Set up email events"). Deactivated email events are indicated by a greyed-out letter symbol. - Activate whether the cancellation policy should also be automatically attached as a PDF file when sending order documents.
Note: You can find out how to create and send invoices, delivery notes and invoice corrections in the Help Center article "Create documents for orders". - Click on Save.