Auto Send Email
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      1. EBMS Knowledge Base
      2. EBMS Main Documentation
      3. Auto Send Email

      General Auto Send Setup Instructions

      Auto Send email settings must be configured before using the module. Global options should be set before Auto Send features are used, even if user options are configured.

      Reference the following User Settings instructions for user-specific configurations in addition to the global settings. Communicate with the company IT staff or your Koble Systems representative for additional technical assistance.

      Default Global Settings

      Select File > Auto Send Options > General to open the following global options.  These options allow the user to customize the content of the documents.

      Complete the following Basic Settings. Enter user-specific settings in the User Settings tab.

      1. Select the company's email Service Provider to match the sending email service.
      2. The Report Export Folder must be mapped to a valid computer path. This setting will default to %Temp%\AutoSend.  %Temp% which identifies the current user's temporary folder.  This directory will contain document copies and log files. Review the Test Mode section for more details on the log files.
      3. The E-Mail 'From' Address is the email address used to send the Auto Send message.
      4. The 'Reply To' Address will receive responses from the Auto Send message.
      5. A copy of the Auto Send document will be sent to the listed Email address for reference purposes.
      6. SMTP settings:
        1. The Mail Server setting reflects the network address or server name of the network email server used by the current user.
        2. The SMTP Port should be set per email service provider specifications.
        3. Enable the Use Basic Authentication for sending E-mails through SMTP along with the User Name and Password if necessary.
        4. Select the proper SSLS/TLS encryption setting. The recommended setting is Always.
      7. Enter optional Rest API Settings. Review API Gateway and Webhooks for more API details.

      Complete the following Fax Settings:

      1. Enter the Local Area Code. This value will be prefixed to seven-digit fax numbers.

      2. Enable the Use an E-mail to Fax system option only if an e-mail to fax system is available.

      3. An E-mail to Fax Domain setting must be entered if the Use an E-mail to Fax system option is enabled.

      User Settings

      The settings on the Auto Send Settings > User Settings tab for the current user are optional.  Any setting that is left blank will default to the settings entered within the General tab.

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      Only enter the user's Basic Settings and SMTP settings if they differ from the General tab settings. Review the instructions in the previous section for individual setting instructions.

      Enter the optional Rest API Settings if they different from the General tab. Review API Gateway and Webhooks for more API details.

      Review Test Mode for Test Settings details.

      Auto Send Mode Settings

      Continue with the following Auto Send configuration sections to set details for each process.

      The Auto Send tool can be used to send various forms and other documents within EBMS. Most of these settings are unique to the Auto Send Mode. See the following sections for setting details for these various processes:
      Note that the attached file name can be set within the Advanced tab of each Auto Send Mode. Files can also be encrypted by setting the optional Encryption Password within the Advanced tab.