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- 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
Maintenance > Email Forms Maintenance (or Email Reports Maintenance) > Setup
Type:
- The outgoing server SMTP address in the SMTP Host field.
- The username assigned to this host in the Host Username field.
- The name of your host in the Host Domain field.
- Your name and/or department in the Default "From" Email Address field.
Click OK.
System Security Business Rules
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