Email System Options

To configure the default email system options:

  1. Open Service Monitor and go to the Output Service Configuration screen (DocLink Output Manager Service > Management > Service Configuration).
  2. Click on the Email default delivery method button.
  3. The Email Settings dialog window opens.

For delivery method-specific configuration for Email, please refer to the Delivery Methods section.

General

On the General dialog screen, enter the Return Email Address that will be included in all email sent from Output Manager.

If an SMTP or IMAP Login is configured (see System Settings), then Output Manager will use that email address to route documents and the field will be un-editable. If you are not using a configured SMTP/IMAP Login, enter the return email address here.

Missed Tasks

Specify what Output Manager should do if an email missed its scheduled delivery time for some reason.

  1. Select Send immediately if the email should be sent as soon as Output Manager determines that it has missed its scheduled delivery time.
  2. Select Send at next scheduled interval if Output Manager should re-schedule the email’s delivery based on the configuration of the output method.
  3. Select Cancel and mark as failed if Output Manager should not attempt to send the email.

Schedule

Each output method uses a system default schedule if a custom schedule is not defined for a recipient output method. To configure the default schedule, select the recurrence pattern from the options provided. The options are Immediately, Daily, Weekly, or Monthly. The controls on the tab will change based on the option selected. Click here for detailed instructions on scheduling output methods.

When the System Default Schedule for email is modified, all recipient output methods that have been configured to use the email default schedule will automatically be updated to use the new default schedule.

The schedule assigned to each delivery method is listed on the main service configuration screen

Cover Sheet

If you would like to send a message in the body of an email message, select the Include cover sheet check box. This will enable the configuration of the cover sheet content.

  1. Enter a Subject that should appear on the cover sheet header. You can use cover sheet data tokens to selectively display indexed property values for the document being routed.
  2. Use the Template drop down menu to select a template for the recipient. Templates are configured using Template Manager.
  3. Send As – select either Text or Html as the output format of the message body.
  4. Select the Include document properties check box to include the properties and their values on the cover sheet. By default when this box is checked all index values assigned to the document will be included on the cover sheet. If you wish to selectively add which property values to include, uncheck this option and use data tokens.
  5. The Preview pane will display the cover sheet as it has been defined in Template Manager. Click on the link to open Template Manager and configure your template