Emails can be generated throughout the system to deliver a document, an attachment file or image, a report, or a message.
Automatically generated emails to deliver selected documents to
a 'Contact' can be setup in the Contact
Information and emails can be generated manually by clicking on
the icon to the right of the appropriate
Primary or Alternate email address.
To cancel the email, click CANCEL in the email window and any
associated Jasper document attachment will print to the screen.
Note: To email documents from document entry or from the reprint utilities automatically, the Use Contact Document Emailing feature must be activated in the Company Email Configuration.
When this Compose Email screen is viewed from the
Email Log, it is display only and cannot be
modified.
The recipients can be reviewed in the window on the To field
of the email and any attachments files can be listed by clicking on
the ATTACHMENTS button.
Click OK to exit.
The prompts are:
A window is provided on this field to view the existing
recipients and to search for and add additional addresses to the
recipient list, or to delete an address from the list.
To add an additional address, enter the complete address in the
To field, or search for addresses for this customer/site in
the Contact Email Search window.
If there are multiple recipients, on returning to the email the count is displayed in the To field.
Note: Refer to Company Email Configuration for information on the "Acceptable Email Address Formats".
If there are multiple recipients, the count is displayed in the Cc field.
A standard default signature for document emails can be defined in the Company Email Configuration to be sent a TEXT or HTML format.
The "HTML" format can include links, images, and other HTML
styling setup in the 'Default Email Signature body, but this
format does not pre-display the signature message in the body panel
in SRM before the email is sent.
The HTML message is included in the body of the email that the
recipient receives but it does not respect the exact layout of the
source 'Default Email Signature. Instead it prints in the
middle of the body panel.
Additional notes can be added to print in the body above the
'signature message' text.
Click CANCEL to abort the email and if a Jasper document was to be attached to the email, the document will print to the screen.
Note: If this email is being generated to send a Customer Satisfaction Survey, the survey html code is added to the email below any additional manual notes that have been entered in the body, and after the email has been accepted to send in this Compose Email window.
Email Audit and Errors:
All emails including automated emails are noted in the email log
file that can be reviewed in View Email Log
in a display only format.
Any failed "bounce back" emails generate a 'Mailer-Daemon' notice
back to the From address if the email could not be delivered
to any of the recipients.
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