How do I use the email function in DigitBridge?

Here is a guide to understanding and using email functionality across DigitBridge ERP.

DigitBridge includes a built-in email system that allows users to automatically or manually send communications tied to specific transactions—such as invoices, sales orders, purchase orders, quotations, and more.

To successfully use the email function in DigitBridge, follow these steps:

Step 1: Enable Emailing from DigitBridge

To get started, you must first enable system-wide email functionality. This includes toggling on the email engine and setting global parameters for each transaction type (e.g., Invoice, S/O, P/O).
How do I enable emailing from DigitBridge?

Step 2: Create and Manage Email Templates

DigitBridge allows you to create customized, reusable templates for different email types. These templates support dynamic variables and can be used for automated or manual email sends.
How do I access and create email templates?

Step 3: Register Email Addresses

Before emails can be sent, valid recipient email addresses must be entered into customer and vendor profiles.

• For customers: How do I register customer email addresses?

• For vendors: How do I register vendor email addresses?

Step 4: Insert Payment Links into Templates (Optional)

If you'd like to include a payment portal link in invoice emails, use the variable in your invoice email template.
How can I include a payment link in an email in DigitBridge?

Step 5: Track or Resend Emails via the Email Log

All emails—both auto-sent and manual—are logged for transparency. You can review status, view recipients, and resend if needed.
How do I view email logs?

Once you complete these setup steps, DigitBridge can automate customer and vendor communications while still offering manual send options from transaction screens when needed.