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2) Set up EMail configuration settings in Email Forms/Reports Maintenance
NOTE: You may skip this step if you are already using either the Email Forms (#12) or the Email Reports (#16) extended options in System Support.
- The Email Forms extended option allows for the ability to automatically distribute graphical documents/forms to email addresses setup in Name and Address for the applicable Name, using the Forms Spool, including A/R (bookings, statements, payment receipts, and invoices) and Commodity (contracts, tickets, delivery sheets, settlements, commodity generated invoices, and warehouse receipts). It includes the ability to publish encrypted PDFs ensures data integrity and security.
- The Email Reports extended option allows automatic emailing of Text-based Report Writer reports and graphic Advanced reports sent when the report is run. It also allows graphical and text based report writer output files to be appended together and allows the PDF file name to remain the same as the output text file. An email is sent upon report completion, based on the email setup configuration (text based and graphic reports). Reports will not need to be sent to the Report Spool in order for the system to email the report once it is completed.
Navigation
Customize > System Security > Select applicable User > Continue > enter the applicable email address > Ok
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