CRM | Auto Send
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      General Auto Send Setup Instructions

      Auto Send email and system 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. Options to receive summaries or copies or to prompt the system to generate log files are configured within this dialog.

      Complete the following Default E-mail Settings:

      1. The Export Folder must be mapped to a valid computer path. This setting will default to %Temp%\AutoSend.  %Temp% identifies the current users temporary folder.  This directory will contain document copies and log files. Review the Test Mode section for more details on the log files.

      2. The Mail Server setting must reflect the network address or server name of the network email server. Use the SMTP Port address when using the Microsoft Exchange Server.

      3. The From Address should contain a valid email address that will receive responses from the Auto Send email message. This setting is used only when an email is using the SMTP protocol. Note that any emails that fail to deliver will be returned to the From Address. The From Address is required for SMTP email send processes. Using an email alias is recommended, rather than using a specific person's email address.

      4. The SMTP Port should be set per email service provider specifications.

      5. Select the proper SSL/TLS encryption setting.  Select None to disable.

      Complete the following System 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 user settings for the current user are optional.  Any setting that is left blank will default to the settings entered within the General tab.

      1. The Export Folder must be mapped to a valid computer path. This setting will default to %Temp%\AutoSend.  %Temp% identifies the current user's temporary folder.

      2. The Mail Server setting reflects the network address or server name of the network email server used by the current user.  This setting should only be populated if it differs from the default setting in the General tab.

      3. The From Address may contain the optional current user's email address that will receive responses from the Auto Send email message. This setting is used only when email is using the SMTP protocol. Note that any emails that fail to deliver will be returned to the From Address. The From Address is required for SMTP email send processes.

      4. The SMTP Port should be set per email service provider specifications.  Enter an optional Email Address for the current user.

      5. Select the proper SSL/TLS encryption setting.  Select None to disable.

      6. Review Test Mode for Test Settings details.

      Other Settings

      Continue with the following Auto Send configuration sections to set details for each process as shown below: