Frequently Asked Question

How do I email a document from CSD?
Last Updated 2 hours ago


Below is best practice for emailing a CSD document like an invoice.

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Go to Order Inquiry in CSD and enter your order number. Then click Search.
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After clicking Search and displaying your order, click the side bar widgets icon to bring the side bar into view. Then scroll to Related Information v2.
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Click the drop down arrow in the box that says All and select OrderEntryHeader.
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Once your document is displayed in the widget click on the little icon to show in IDM.  This will open a CSD tab called Document Management.
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Once in Document Management you have the option to Send in email.  Click that to bring up a window to enter an email.  (NOTE: you can search other document types using the search bar in top left.)
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With the email prompt you can send to any email address, fill in any subject and include a message.  Then click Send.  This concludes the emailing process.

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