Skip to content
English
Sign In
Contact Us
  • There are no suggestions because the search field is empty.

Add or Remove Recipients for Territory Files (PDF/CSV)

Manage who receives order PDF and CSV files at the territory level.

Why this matters

  • Ensure the right people receive order files
  • Control distribution of PDF and CSV outputs
  • Keep communication aligned across teams

Steps

  1. Go to Setup → Territories
  2. Locate the relevant Territory
  3. Hover over the territory and click the Edit button
  4. In the Territory level settings, update:
  • Additional PDF Emails
    • Emails to receive order PDF confirmations
  • Additional CSV Emails
    • Emails to receive order CSV files

 Enter multiple emails separated by commas

     5. Click Save