Configuring Documents to Use Auto-Name Strings for Email Attachments - External Mail Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

External Mail Services

Platform
OnBase
Product
External Mail Services
Release
Foundation 23.1
License
Standard
Essential
Premier

Documents sent from OnBase to external users can be configured to use their auto-name string as the email attachment's default file name.

  1. In the Configuration module, select Users | Global Client Settings | Email.
  2. Select an option from the Auto-Name string for external email attachments drop-down list.
    Note:

    See the System Administration documentation for more information on the available options in this drop-down list.

  3. Click Save.
    CAUTION:

    Because this is a global setting, all documents that are sent using External Mail Services from OnBase will use the selected string as the attachment's default file name. Before using any option other than Random String, be sure that all document types do not contain any sensitive information in their auto-name strings.

    Note:

    You can also configure your system to use Notifications when creating new messages. See the System Administration documentation for more details.