--- title: How to Set Up Customers/Vendors to Send Documents Electronically description: Are you running into issues sending or receiving documents electronically? Learn useful tips to help resolve these concerns with Traci Bregitzer. image: https://www.innovia.com/hubfs/Webinar%204.8.2021pm.jpg --- - [info@innovia.com](mailto:info@innovia.com) - [(800) 834-7700](tel:8008347700) [![Innovia consulting](https://www.innovia.com/hubfs/Innovia_Dec2016_Theme/images/logo-transparent.png)](https://www.innovia.com/) - [info@innovia.com](mailto:info@innovia.com) - [(800) 834-7700](tel:8008347700) # How to Set Up Customers/Vendors to Send Documents Electronically On-Demand Share Are you running into issues sending or receiving documents electronically? Want to automate the process to make your life easier? In this webinar, Traci will show you how to get there. She'll share how you can send and receive documents electronically as an alternative to emailing file attachments. Discover how you can assign each customer a preferred method for receiving documents from you, which means you won’t have to select an option every time you choose the ‘Post and Send’ action. It becomes fully automated! If all this sounds like a dream come true to you, watch Innovia's Traci Bregitzer in this FREE webinar to see how you can get started today.  ## Watch On-Demand ### Events [Introducing the New Quality Management Module in Microsoft Dynamics 365 Business Central](https://www.innovia.com/events/introducing-the-new-quality-management-module-in-microsoft-dynamics-365-business-central) July 9th, 2026 [Managing Dynamics 365 Business Central Security Can Be Tough, but It Doesn't Need to Be!](https://www.innovia.com/events/managing-dynamics-365-business-central-security-can-be-tough-but-it-doesnt-need-to-be) July 15th, 2026 [Inventory Costing Clarity: Simplify Your Calculations](https://www.innovia.com/events/inventory-costing-clarity-simplify-your-calculations) July 20th, 2026 [View All Events](https://www.innovia.com/events) ### Contact Info Innovia Headquarters: [1062 Oak Forest Dr.](https://goo.gl/maps/DMUGmBVh91dD5Rfk6) [Suite 300](https://goo.gl/maps/DMUGmBVh91dD5Rfk6) [Onalaska, WI 54650](https://goo.gl/maps/DMUGmBVh91dD5Rfk6) Phone: [800.834.7700](tel:8008347700) ![Innovia Microsoft Specialties](https://www.innovia.com/hs-fs/hubfs/Innovia%20Microsoft%20Specialties.png?width=400&height=367&name=Innovia%20Microsoft%20Specialties.png) ![Modern Work](https://www.innovia.com/hs-fs/hubfs/Modern%20Work.png?width=1043&height=548&name=Modern%20Work.png) ### About Us Innovia is a multiple-award-winning Microsoft Dynamics NAV and Business Central consulting firm known for delivering innovative Microsoft ERP systems while providing exceptional client-focused service.  **[Learn More](https://www.innovia.com/about-us)** [Legal](https://www.innovia.com/legal) Copyright 2023 © Innovia Consulting