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| 3400_how_to:0700_emails [2026/08/13 07:33] – Imported by DokuWiki Advanced Plugin aware_support3 | 3400_how_to:0700_emails [2026/08/13 07:43] (current) – Imported by DokuWiki Advanced Plugin aware_support3 |
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| <accordion autoclose> | <accordion autoclose> |
| <anchor id="configure_the_system_to_send_e_mails"> | <anchor id="configure_the_system_to_send_e_mails"> |
| <accordion-item title="configure the system to send e-mails" type="primary"> | <accordion-item title="configure the system to send e-mails"> |
| To configure the application to send e-mails you need to do the following: | To configure the application to send e-mails you need to do the following: |
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| <anchor id="send_e_mail_with_attachments"> | <anchor id="send_e_mail_with_attachments"> |
| <accordion-item title="send e-mail with attachments" type="primary"> | <accordion-item title="send e-mail with attachments"> |
| To send e-mails with attachments you need to configure a notification representing a particular e-mail (see the “[[2500_config_apps:2600_emails:0200_outgoing_email|Sending Outgoing E-mail]]” section) and define attributes of the Document type that will hold the attachments – one attribute per attachment (see the “[[2500_config_apps:0700_add_edit_attributes:0700_doc_attrib|Attributes of Document Type]]” section). When you send e-mail using the ''[[ref:a_f:a:send|SEND]]'' action you need to initialize these attributes with the particular documents (these can be generated reports, “merged documents” or ordinary files). //**AwareIM**// will automatically convert these documents into e-mail attachments. For example, | To send e-mails with attachments you need to configure a notification representing a particular e-mail (see the “[[2500_config_apps:2600_emails:0200_outgoing_email|Sending Outgoing E-mail]]” section) and define attributes of the Document type that will hold the attachments – one attribute per attachment (see the “[[2500_config_apps:0700_add_edit_attributes:0700_doc_attrib|Attributes of Document Type]]” section). When you send e-mail using the ''[[ref:a_f:a:send|SEND]]'' action you need to initialize these attributes with the particular documents (these can be generated reports, “merged documents” or ordinary files). //**AwareIM**// will automatically convert these documents into e-mail attachments. For example, |
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| <anchor id="configure_the_system_to_receive_e_mails"> | <anchor id="configure_the_system_to_receive_e_mails"> |
| <accordion-item title="configure the system to receive e-mails" type="primary"> | <accordion-item title="configure the system to receive e-mails"> |
| This is described in detail in the “[[2000_concepts:0900_prod_feats:0500_email_handling#Incoming_Email|Incoming E-mail]]” and “[[2500_config_apps:2600_emails:0100_incoming_emails|Setting Options for Incoming E-mail Handling]]” sections. | This is described in detail in the “[[2000_concepts:0900_prod_feats:0500_email_handling#Incoming_Email|Incoming E-mail]]” and “[[2500_config_apps:2600_emails:0100_incoming_emails|Setting Options for Incoming E-mail Handling]]” sections. |
| </accordion-item> | </accordion-item> |
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| <anchor id="register_save_incoming_e_mails_in_the_system"> | <anchor id="register_save_incoming_e_mails_in_the_system"> |
| <accordion-item title="register (save) incoming e-mails in the system" type="primary"> | <accordion-item title="register (save) incoming e-mails in the system"> |
| You can ask //**AwareIM**// to register all incoming e-mails when you configure the properties of the incoming e-mail handling – see the “[[2500_config_apps:2600_emails:0100_incoming_emails|Setting Options for Incoming E-mail Handling]]” section. | You can ask //**AwareIM**// to register all incoming e-mails when you configure the properties of the incoming e-mail handling – see the “[[2500_config_apps:2600_emails:0100_incoming_emails|Setting Options for Incoming E-mail Handling]]” section. |
| </accordion-item> | </accordion-item> |
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| <anchor id="process_e_mail_based_on_its_contents"> | <anchor id="process_e_mail_based_on_its_contents"> |
| <accordion-item title="process e-mail based on its contents" type="primary"> | <accordion-item title="process e-mail based on its contents"> |
| In order to process the received e-mails you need to define business rules attached to the event of receiving an e-mail notification – see the “[[2500_config_apps:2600_emails:0100_incoming_emails|Incoming E-mail]]” section. The rules may check the subject and/or body of the e-mail (or maybe who it is from and when it was sent) and perform the appropriate actions. For example, | In order to process the received e-mails you need to define business rules attached to the event of receiving an e-mail notification – see the “[[2500_config_apps:2600_emails:0100_incoming_emails|Incoming E-mail]]” section. The rules may check the subject and/or body of the e-mail (or maybe who it is from and when it was sent) and perform the appropriate actions. For example, |
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| <anchor id="do_mail_merge"> | <anchor id="do_mail_merge"> |
| <accordion-item title="do mail-merge" type="primary"> | <accordion-item title="do mail-merge"> |
| To perform “mail-merge” of your outgoing e-mails do the following: | To perform “mail-merge” of your outgoing e-mails do the following: |
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| <anchor id="send_e_mails_in_html_format"> | <anchor id="send_e_mails_in_html_format"> |
| <accordion-item title="send e-mails in HTML format" type="primary"> | <accordion-item title="send e-mails in HTML format"> |
| To send e-mails in the HTML format first define the text of the e-mail as HTML document template (see the “[[2500_config_apps:1300_add_edit_doctemp|Adding/Editing Document Templates]] section). After that add an email notification as described in [[:3400_how_to:0700_emails#configure_the_system_to_send_e_mails]]. This notification will have the predefined HTMLMessage attribute of the Document type. Set initial value of this attribute to the name of the HTML document template. Then define a rule to send this e-mail as usual. | To send e-mails in the HTML format first define the text of the e-mail as HTML document template (see the “[[2500_config_apps:1300_add_edit_doctemp|Adding/Editing Document Templates]] section). After that add an email notification as described in [[:3400_how_to:0700_emails#configure_the_system_to_send_e_mails]]. This notification will have the predefined HTMLMessage attribute of the Document type. Set initial value of this attribute to the name of the HTML document template. Then define a rule to send this e-mail as usual. |
| </accordion-item> | </accordion-item> |
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| </accordion> | </accordion> |