entrée version 3 has the ability to email documents from with the entrée system. entrée sends emails directly to the assigned SMTP server. SMTP is short for Simple Mail Transfer Protocol, a protocol for sending email messages between servers. Most email systems that send mail over the Internet use SMTP to send messages from one server to another; the messages can then be retrieved with an email client, such as Microsoft Outlook or Mozilla Thunderbird.

 

Blind Carbon Copy

As part of a security measure, only users that are have the Security Manager > Settings > Miscellaneous option #4 "Allow Edit of system wide values in Preferences" checked will be able to see the BCC administrator account when emails are sent option.

 

User Email Defaults

In addition to setting up the email system defaults each entrée system user must enter their personal email address on the System Preferences Personal Settings tab Default Settings page. The email system will enter that email address in the "From" field for the email message. If the user does not have their personal email address defined, the message will be sent from the administrator account.

 

You will use the Mail Server Configuration dialog accessed in the Email Setup Tab of System Preferences.

 

You will need the following information for the Mail Server Configuration dialog:

 

▪Server name of your SMTP mail server.

▪Port for the SMTP mail server from your email provider.

▪System Administrator's email address.

▪If your server requires authentication, you will need the Username and Password.

 

•Please review the more detailed instructions and information for setting up email in the System Preferences chapter Email Setup Tab section.

 

How to set up the Connection to the SMTP Server

1. Go to the Email Setup tab in System Preferences click the Configure button. The Mail Server Configuration dialog will open.

2. Server name: Enter name of your SMTP server. Typically this will be in the format of smtp.hostname.

3. Port: Enter the number for the SMTP mail server uses to communicate on. Typically this is port 25.

4. Security (SSL/TLS): In the drop down menu select Automatic SSL or TSL option to enable email messages through servers that use SSL encryption.

5. Server requires authentication: If your SMTP server requires users to authenticate before sending an email message you will check the Server requires authentication option and provide a username and password to be used globally by the entrée system.

6. Identity Section

▪Sender Address: Enter the email address that recipients should reply to when you send emails from the entrée system in this field.

▪Sender Name: It is defined for you in your Security Manager user account, that will also be included as the "Display name" in the from email address. This field is optional.

▪Reply To: The use of the "Reply To" address is only valid for messages which are sent with the system level settings.

7. Administration Section

▪Administrator Address: Enter the email address for the entrée system administrator in your mail system. This field is optional.

▪Blind carbon copy the administrator on all outbound messages: If the email administrator should receive a copy of every email that is sent using the entrée system, check the option.

8. Default body text: Optionally change the default body text to something more suitable for your company. Typically whenever a mail message is sent, the user will have the option to type whatever they want for the body of the text. If the user chooses not to modify the body text for the message the default body text is the message the recipient will see.

9. Click the Test current settings button. This will attempt to email a message to the administrator account. If the entrée system is able to connect (and authenticate if required), you will see a dialog stating that a test message has been sent. If entrée is unable to connect an error message will be displayed, and you will have to modify one or more of the settings defined above.