Using Dispatch Profile Templates for Customers and Vendors

To use Dispatch Profiles in Templates for Customers and Vendors, proceed as follows:

First, open the Customer or Vendor templates via the search function. Then, either select an existing template or create a new one.

Within the template, scroll down to the section Document Dispatch – Dispatch Profiles. There, select the desired Dispatch Profile that should be automatically created when setting up a new Customer or Vendor.

After assigning the Dispatch Profile, you can create a new Customer or Vendor based on the selected template. The assigned Dispatch Profile will then be displayed in the Extended Recipient Setup.