Select File > Auto Send Options > General Settings to open the following options. These options should be set before using the Auto Send module, These options allow you to customize the content of the documents; whether you receive summaries or copies, and whether or not the system generates log files.
The Export Folder must be set to a valid path on your computer. Storing the data in a shared directory would be ideal. If your network does not allow for that, make sure this directory exists on each computer that you will use. This directory will contain exported documents that are sent. The log files are also stored in this path. Review the Test Mode section for more details on the log files..
The Mail Server setting must reflect the network address or server name of your E-mail server.
The From Address should contain a valid e-mail address. This value is only used with SMTP Object sending. The recipients will see this e-mail address the ”From” field. Note that any E-mails that fail to deliver properly will come back to this address. The From Address is required for SMTP e-mail send processes.
Enter an optional BCC Address to receive copies of all e-mails that go out through any Auto Send function (except for the Broadcast).
The Summary Recipient Identifies the recipient of the summary e-mail when sales orders and purchase orders are sent using the module. This setting must be populated if any of the summary options are enabled under the Auto Send Options > Sales Order and Auto Send Options > Purchase Orders settings.
The Use Authentication for sending E-mails through SMTP setting is only used with SMTP Object sending. Enable this option and enter your credentials into the User Name and Password fields (usually, this is the E-mail address and password provided by your ISP or Network Administrator) the e-mail is sent through a mail server that requires authentication.
Enter the Local Area Code, This value will be appended onto the fax numbers in the system that have been entered as 7 digits only. The Local Area Code is used to fax documents. This value is only used if the fax number within the customer or vendor does not include the area code.
Enable the Invoice will be printed if customer/vendor has not Auto E-mail/Fax entry. This option will cause documents without proper contact settings to be printed rather than ignored.
Enable the Use an E-mail to Fax system option to enable an E-mail to Fax system. Then enter the E-mail to Fax Domain value. An example e-mail to fax service is EFax. Go to www.eaglebusinesssoftware.com/static/controls/services/efax.aspx for more details.
The Auto Send settings for the specific processes such as sending sales orders, A/R statements, Purchase orders, and proposals are contained within each section.