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General System Options - Set ‘From’ Email Account

Article Number: 2328 | Rating: Unrated | Last Updated: Thu, Oct 17, 2024 at 1:03 PM

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 displayed the email for review before sending then you could amend the ‘From’ account in the normal way but if automatically send your own email account was selected. This new feature allows you to define within the email parameters of the document a ‘from’ account.

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

Note

System Administrators should check security and policy settings with Outlook that users who will email these documents are allowed to send emails using any set account. If not allowed, then Outlook will revert to sending from the user’s default account.

When you print a document to email the print dialog when you select email will populate with the from address on the document. You can swap here to use your default email account if required.