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Change the text in the email which sends a PDF of a purchase request

Updated over a week ago

You can change the text in this email within FocalPoint Administrator:

  1. Log in to FinOps Administrator

  2. Click System Options, Purchasing, Purchase Requests Setup

  3. Select the Purchase Request type you wish to make changes to

  4. Click Edit

  5. On the Posting tab, select the Show Email Screen check box. This will display a blank box where you can type the body of your email. Note: There are no automated fields available for use here, it is plain text only.

  6. When you have finished typing the email body, you can either leave the Show Email Screen check box selected which will cause it to pop up to every user doing final approval and gives them the option to edit the text each time, or you can clear the check box, which will mean that the email is sent in the background and users cannot change the text themselves.

  7. Once you are happy with your changes, click OK to save.

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