Set up or Adjust Document Forwarding

For the benefit of individuals who don't have a Trimble Pay account, you can designate one or more recipients to whom billing documents will be sent each time an Application for Payment is submitted or is approved.

Automatic document forwarding is useful when you want all documents for the submitted - or approved - bill to be sent automatically to individuals without a Trimble Pay account.

Note: Emails for previously submitted/approved invoices are not re-sent.

Trimble Pay generates and send emails only the first time an invoice is submitted or approved, using the settings in place at that moment.

  1. From your Dashboard, select the project.
    The list of project contracts appears.
  2. Among the tabs at the top of the screen, select Document preferences.
  3. In the Manage document forwarding panel, select the Forwarding off / Forwarding on toggle button.
    If you're turning off Document Forwarding, skip all remaining steps.
  4. On the right-hand side of the screen, select Edit.
  5. To add a recipient:
    1. Select Add row.
    2. Enter the recipient's email address.
    3. In the When to Send column, choose which event(s) should generate an email to this recipient.
    4. Select Save.
    5. To add more recipients, repeats steps a through d.
  6. To adjust which event(s) should generate an email to a given recipient, make changes in the When to Send column.
  7. To retain a recipient row but prevent any emails from being sent, clear both checkboxes in the When to Send column.
  8. To delete a recipient, select the applicable row's trash can icon and confirm your action.
Your designated recipients receive emails with attachments at the event(s) you chose.