HomeGuides :: AssemblageDeliveryEmailer Tool

7.5. Emailer Tool

Background & Purpose

The Emailer Tool will email your Assemblies as attachments to a defined recipient.  It will also enable you to password protect and encrypt your Assemblies based on a pre-defined password provided in a database so that you are able to email sensitive information securely.

Emailing your Assemblies

 
In the main assemblies list, select the assemblies you wish to email.

Note:  You can select all or a portion of the assemblies using the common Windows keyboard commands (Ctrl+A will select all the assemblies on the list.  Shift+click and Ctrl+click work in this pane as well).

Right-click and choose Send to > Email with regular attachment.
 
 
Double click the appropriate configuration (instructions)
 

If the configuration that you need is not in the list or the list is "blank", select "Choose another"


and select the file from the appropriate Workspace\Project\Config folder.
 
Here's a brief overview of the different fields in the Emailer Tool:
 


From address - The address which the email will be sent from.
 
To address - Typically a look up in your database to determine which email address the emailer tool will send the email to.  The result of this pattern for each email is displayed in the "To" column below.

CC Typically a look up in your database to determine which email address the emailer tool will CC the email to.  The result of this pattern for each email is displayed in the "CC" column below.

BCC — Typically a look up in your database to determine which email address the emailer tool will BCC the email to.  The result of this pattern for each email is displayed in the "BCC" column below.
 
Attach with Filename - This is the name of the attachment as your recipients will see it.  If applicable, change this entry by replacing values like YYYYMMDD with 20110930 or YYYYQQ with 2011Q3.
 
Encrypt with Password - typically look up in your database to determine the appropriate password to encrypt the email attachment.  The result of this pattern for each email is displayed in the Password column below.
 
Subject - This is the subject line as your recipients will see it.  If applicable, change this entry by replacing values like YYYYMMDD with 20110930 or YYYYQQ with 2011Q3.
 
Body - This is the text or body of the email as your recipients will see it.  This can contain a look up in your database to determine the salutation which should be used for the recipient.  If applicable, you can update this text appropriately each quarter, but pay special attention not to overwrite any values in brackets (e.g. {Dear}) so that your look ups are maintained.
 
The Body of the email can be formatting using the editor provided:
For a comprehensive list of options available to you see: Emailer Tool Formatting Options
 
If you wish to send all of the emails select "Send All Emails".  This will deliver all the emails in the list.
 
 
Any files that were not able to be emailed will be listed in the Send Results as being "Not Sent"

If you wish to send only selected emails, highlight the ones you wish to send, and choose "Send Selected Emails"


Note:  If you wish to retain a list of the emails that were sent, select all of the rows in the Emailer tool, right click and choose "Copy to Clipboard".  Finally, paste into a new spreadsheet.

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