Email Alerts - Set ‘From’ Email Account

When sending emails from Microsoft Outlook the option is available to choose the ‘From’ account – typically this is your own account, but you may have general group email accounts that you wish to use instead.

When sending emails from Datafile if Outlook displays the email for review before sending then you could amend the ‘From’ account in the normal way but if instead you automatically send the email, then your own email account is used.

Datafile 2022 added the option to allow documents such as statements or invoices to set a ‘from’ account, Datafile 2025 adds this option to email alerts.

To use the ‘From’ email function the email parameters should be set to use HTML.

Administrators should check security and policy settings within Outlook that users who will email these documents are allowed to send emails using any set account. If not allowed, then Outlook will either revert to sending from the user default account or may block sending of the alert.