Installation

External Mail Services

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

Documentation Notice
Overview
Introduction
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Third-Party Software
Licensing
Installation
OnBase Client
OnBase Web Client
OnBase Unity Client
Backup
Recovery
Troubleshooting
Common Errors
The Body of Notifications is Blank
Exception Has Been Thrown by the Target of an Invocation
One or More of the Selected Documents Could Not Be Sent
Unity Pop File Is Not Valid for the System
You Do Not Have Privileges to View This Document
Open or Save an EML Document
Page Could Not Be Displayed
Configuring MAPI Message Service
Contacting Support
Hyland ActiveX Controls Installers
Hyland ActiveX Controls Installers Overview
Installer Options
Installer Prerequisites
Installer User Permissions
Installer .NET Framework Requirements
Windows User Account Control Statement
Hyland Web ActiveX Controls Installer
Running the Installer
Controlling Installation from the Command Line
Optional Command Line Switches
Change, Repair, or Remove an Installation
Hyland ActiveX Integration Controls
Running the Installer
Controlling Installation from the Command Line
Change, Repair, or Remove an Installation
Configuration
Configuration Overview
Configuring User Groups and Rights Privileges
Additional Configuration
Using Lotus Notes
SMTP Mail Settings
PDF Encryption Settings
Enabling Gmail
Configuring Documents to Use Auto-Name Strings for Email Attachments
Configuring Documents to be Displayed Using Unity Pop
Usage
Usage - OnBase Client
Email Documents as Attachments Using Default Settings
Email Documents as Attachments Using Advanced Options
Email Documents as a Zip File
Email Selected Text as Attachment
Using the OnBase Mail Message Dialog Box
Checking Names and Addresses
Usage - Web Client
Emailing Documents
Emailing a Document
Attachment Display Considerations
Using the Mail Message Dialog Box
Checking Names and Addresses
Usage - Unity Client
Emailing Documents and Links to Documents
Attachment Display Considerations
Sending Folders as Unity Pop Links and Unity Pop Files
Using the Mail Message Dialog Box
Checking Names and Addresses
Viewing Unity Pop Files and Links
Special Considerations for Users of External Mail Services

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