Automatically Email Documents

Automatically Email Documents

Documents stored in DataSight can be scheduled for email. This may be of use when you are routinely required to distribute supporting documentation such as methodologies or sampling schedules as saved calendar files.

  1. From within the Tasks lgrid view, either double-click on a selected task row, or click on the Edit The Edit Tasks dialogue window appears.
  2. Select the Level in your database to which the document(s) are assigned. All documents in the Level are listed with options to select the required documents.

(Optional) Multiple documents can be selected from the list, and all the selected documents will be sent as attachments in the email message. 

  1. Select the desired File Type of the output file.
  2. Enter the File Name including the path to the destination folder or click ... to locate the file on your device.
  3. Select the Document Name(s) from the List.
  4. Check Send email and then enter the desired email address in the Recipient(s) To enter more than one email address, separate each address with a comma.

Click  to add a Subject and Body to your email. 

  1. Set the recurrence interval over which you wish the Task to run.
  2. Set the Recurrence interval over which you wish the report to run.
  3. (Optional) To add sub tasks, click Add Sub Tasks (See Add Sub Tasks for more details).
  4. Click OK.
  5. Remember to click Save in the Quick Access Toolbar to save the entire Task set, prior to closing the Tasks grid view.

Note

Please allow sufficient time for the list of documents to populate when selecting your Level.

Ensure the user has entered the correct email server (SMTP) details in the DataSight Service Manager.

Email addresses must be separated by a comma, otherwise only the first recipient will receive the email with the other recipient email addresses being ignored.

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