GOLDVault User Guide > Email Settings Screen

The Email Settings screen provides parameters to GOLDVault that all institution users will use to email documents. Institution settings and user role security determine which documents you are allowed to email.

Open the Email Settings screen by clicking on <Email Settings> on the Settings screen. See the example screen below.

Three different email options are available to GOLDVault. If you check the Use Send to Mail Recipient box, GOLDVault uses the standard Windows email settings to send the document in the same manner that right-clicking a document in Windows Explorer and clicking on "Send To Mail Recipient" does.

Checking Use Internal SMTP Client will direct GOLDVault to send email using a specified SMTP client on your machine. In order to do this, you must provide the following parameters:

Feature	Definition
Server	Enter the network location of the SMTP server.
Port	Enter the port to use for sending SMTP email from your network.
Credentials	•Anonymous. This allows anyone to send emails and is discouraged in most networks. •Prompt for Credentials. Every time the user sends an email, they will be required to enter a user name and a password. •Use Windows Credentials. Use the Windows logon name and password as the email user name and password. •Use Provided Credentials. Use the user name and password supplied in the next two fields. •Username. Enter the user name to use for email. •Password. Enter the password to use for email.
From Address	•Always use the provided address. If this is checked, enter the sending email address for all emails in the box below. •Prompt for Address. If this is checked, the program will ask the user to enter a return email address each time an email is sent.

Checking Use Command-Line will cause GOLDVault to send email using a Windows command line with the email parameters filled in from the boxes below.

Feature	Definition
Allow users to override these values	If checked, the values below will be the default values, but the user will be able to change them when the email is created. If not checked, all emails will be created and sent using the values below.
Command	This is the Windows command to issue to create the email.
CC	This is the email address or addresses to copy the email to.
BCC	This is the email address or addresses you want to "blind" copy the email to. When using BCC to send copies to multiple people, the receiver will not be able to see the other recipients.
Subject	This is the subject of the email.
Attachment Join	This is the attachment to join to the email. The document you are emailing will be sent in addition to any attachments you define here.
Message	This is the data message to send in the email.

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