EmailX gives CSI and SyteLine users more control over how system-generated emails are sent. The solution allows purchasing emails to come from a purchasing address, sales emails to come from a sales address, and customer documents to be sent from the appropriate employee or department. This creates a more professional experience and helps recipients immediately understand who the message is from. EmailX can also send reports and documents directly from CSI without requiring users to download files and attach them to a separate email. For example, an Order Verification Report can be emailed directly from the assigned sales representative. Key Capabilities Send purchasing emails from a purchasing address Send sales emails from a sales address Send documents from the appropriate employee or department Email reports directly from CSI or SyteLine Reduce manual downloading and attachment steps Add transaction details, such as invoice numbers, to email subject lines Improve consistency and professionalism in customer and vendor communications Streamline automated document delivery Subscription and System Requirements EmailX is available as an annual subscription and supports: CSI Multi-Tenant SaaS On-premises CSI version 10 Review the EmailX brochure for additional details about supported email workflows, document types, configuration options, and subscription requirements. EmailX Brochure
