Three email settings are available - Send Email with Outlook; Log Dispatched Emails, and altering the format of emailed lists.
By default, email messages are sent using the in-built email package and originate from the LMP server. However, where Microsoft Outlook has been installed, it is preferable to enable Outlook as the standard email system in order that messages are sent (and are logged) on the local computer.
To use Outlook to send email:
| 1. | Select Utilities > Configure from the Menu Bar. |
| 2. | The "Configure Serve" dialog box will open on the Alert Options tab. |
| 3. | Select the Internet Options tab: |
| 4. | Click into the "Use local copy of Outlook to send emails." box in order to enable the option. |
| 5. | Click OK to apply the setting. |
Log Dispatched Emails
Where this option is enabled, any report emailed from Train will have details of the date and time the email was sent (and by whom) recorded in its User Comments field.
| 1. | Select Utilities > Configure from the Menu Bar. |
| 2. | The "Configure Serve" dialog box will open on the Alert Options tab. |
| 3. | Select the Report Options tab: |
| 4. | Click into the "Log user actions in comments" box in order to enable the option. |
| 5. | Click OK to apply the setting. |
Format of emailed lists
By default reports are emailed from Train as attachments in Excel format. This format allows data to be manipulated by the recipient, provided Excel is available on their computer. Other email format options are .html (browser based view) - which will present data in a format which can be viewed by any recipient but which cannot be manipulated - or .csv (a generic spreadsheet format).
To amend the format of emailed lists:
| 1. | Select Utilities > Configure from the Menu Bar. |
| 2. | The "Configure Serve" dialog box will open on the Alert Options tab. |
| 3. | Select the Report Options tab: |
| 3. | Click the button next to the format in which the attachments are to be sent and then click OK to apply the setting. |