E-Mail Recipient Slips

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MENU: REPORTS > E-MAIL RECIPIENT SLIPS

 

AvanTax eForms Enterprise Only

 

You will use the E-Mail Recipient Slips screen to configure eForms to send PDF versions of the recipient copies (copy 2 & 3) to their respective recipients.

 

E-Mail Recipient Slips

 

Refer to the section Company Selection for details on selecting companies to include in this report.

Refer to the section Printing Options for details on Quick Print, Preview & Print and other options.

 

Slips

 

Slip Type

Select the type of slip you will be emailing from the drop-down list. All slip types currently active in eForms will be listed.

 

Select

This button allows you to select the recipients to whom slips will be emailed. The options are:

 

All Recipients - email will be sent to all recipients
Selected Recipients - email will be sent to selected recipients only (inactive when multiple companies have been selected)
Email Not Sent - email will be sent to recipients who have not already been sent an email

 

Email Options

 

PDF Folder

Enter the name of the folder where the PDF files will be saved. Use the Icon - Browse icon to browse your computer for the desired folder.

 

Subject

Text entered here will appear will be the subject of the email message

 

2nd Attachment

By default, a recipient's PDF slip is attached to the email for that recipient. This option allows you to attach a second file to the email. The second attachment will be sent to all recipients. Use the Icon - Browse icon to browse your computer for the attachment. The Icon - X icon can be used to clear the attachment field.

 

Body

Enter the body of the message in this area.

 

Save

Saves the settings for use by eForms.

 

SMTP Server Settings

You may need to obtain the following information from your IT department or your Internet Service Provider (ISP)

 

SMTP Mail Server

Enter the name of your SMTP (outgoing) mail server here.

 

Port Number

This is the port that your computer uses for outgoing email. Typically it will be "25" but your IT department or ISP may have configured outgoing email differently.

 

Server Timeout

The number of seconds that will pass before eForms stops trying to connect with the SMTP server.

 

SSL Encryption

This toggles SSL encryption of the logon information on or off. Using this option will not encrypt your email; only the account name and password will be encrypted. This option can only be used if your SMTP server requires SSL encryption.

 

User Name

The logon name for your SMTP mail server. In most cases this will not be your email address.

 

Password

The password for your SMTP mail server. This is case sensitive.

 

Remember Password

Checking this box allows eForms to remember the SMTP account password and lets you avoid re-entering it each time you email slips. If eForms is running on an insecure system or in a publicly accessible area we recommend that you do not set eForms to remember the password.

 

Reply Email

Enter the name of the email address to which delivery notifications or any recipient response will be sent.

 

Test Settings

Use the Test Settings button to test the email configuration you've entered. A test email will be sent to the reply address entered earlier. If the test fails you should confirm that the information entered is correct and that your network allows outgoing email from a non-standard email client. You may have to ask your IT department or ISP to grant eForms an exception in any applicable email delivery protocols.

 

Save

Saves the settings for use by eForms.

 

Preview

Use the Preview button to review the email before sending.

 

Send

Use the Send button to send the email. Depending on the number of recipients included and the size of the attachments, the mailing process could take some time.