E-Mail

Inbound E-Mail

eCandidus™ does not replace Outlook, however it does integrate with Outlook by allowing you to drag and drop e-mails from Outlook into any Show History or Add to History button.

The difference between the tow is that Add to History will allow you to rename any attachments in the e-mail.

Both choices will create a new History entry with the e-mail sender name, date and time and message body as the body of the note, carrying over the attachments. The attachments will be saved in the external directory if defined.

 

Outbound E-Mail

The eCandidus™ Desktop has a feature that allows each associate to integrate his/hers current e-mail account into the eCandidus™ Desktop.  When setup, e-mails sent to the associate are converted to Office Memos, and the associate can create Office Memos and have them become e-mails to outside addresses.

Setting up an Associate

Each associate definition in the Settings:Associate form has the Messaging tab:

LabelTypeMeaning
EMail NameTextThe name in the e-mail system
EMail PwdTextThe password in the e-mail system
EMail SvrTextThe server IP address or URL
EMail AddrTextThe associated e-mail address

Note that the e-mail server needs to support SMTP.  If the EMail Name and Password are blank, the system will assume that you are using Trusted mode with Microsoft Exchange.  Check with your network administrator to see which mode your office uses.

 

Common mail servers

  • GMail - smtp.gmail.com
  • Hotmail - smtp.live.com
  • Yahoo - smtp.mail.yahoo.com
  • AOL - smtp.aol.com

 

Sending E-Mail

You can send as e-mail any text field in the eCandidus™ Desktop.  For example this is a sample History entry:

Note the E-Mail icon, second from left.  Clicking on the icon takes you to the E-Mail screen:

Use the drop down to display any Address Book entry that has an e-mail address:

or simply type the address in.

Once you have entered the address and subject line, click on the OK button to send the e-mail.

 

Sending an Attachment

You can also send a Document or Form as a PDF attachment.  For instance you can merge a form and send it to the appropriate office:

Note the E-Mail icon .  Clicking on it takes you to the E-Mail screen.  Note that the form or document are sent as PDF attachment, so they cannot be modified by the recipient.

 

Attachment from Multiple Documents

Another option that you can use to create attachments is the ability to create PDF Queues.  These queues are accessed using the PDF Queue button .

OptionMeaning
AddAdds to a new or existing queue.
E-MailE-Mails a queue.
ViewView the queue.
CopyCopies a queue.
DeleteDeletes a queue.

You can easily add multiple documents and forms together, and E-Mail or copy the resultant PDF file.  Note that queues are maintained until they are deleted.

 

Services

Services are documents and forms that are merged and e-mailed to a pre-determined address in one step.  Any mergeable document or form can be setup as a service using the Info tab:

Once setup, the service is invoked form a work product object by clicking on the Services button:

Note that the same document can be setup as multiple services, each one with a different e-mail address.   New services are made available when you login, so if any services are created while you are logged in, they will not display until you log in again.

You can remove a service by deleting the Service and/or Description fields and saving the document or form.