Email form

Use an Email form when you need to send the document to an email destination. An Email form is used in conjunction with the Send to SMTP and Send to Exchange Route components.

An email form can be added by right-clicking any Group or Menu node, pointing to Add Form and then clicking Send to Email Form.

Refer to the Basic form to configure settings on the General, Fields, and Components tabs.

Option Description
Do not show a From field. This will use the device logged on user's email address check box to omit the From field. This option is selected only to hide the [From] field. In this case, administrator should decide which RRT to use on the server side.

If this option is selected, ~UFD::SenderEmail~ or the simple [Text] field RRT must be set in the From field.
Show a CC Field This will show the CC field in which the user can specify a secondary list of people that will receive the message.
Show a BCC Field This will show the BCC field in which the user can specify people that will receive the message secretly.
Global Address List Allows the user to search the Global Address List for addresses that can be added to the To, CC and BCC fields. In the Display As box, type the display value for this search option. The Global Address List that will be searched as follows: If there is no logged on user then the search will be performed on the Global Address List associated to the service account for the service. Note: The service account for the AutoStore service must have enough permissions to perform this search.
Exchange Contacts (This option is disabled on the server side for the Unified Client component). Select this check box to allow users to search their Microsoft Exchange contacts folder for addresses that can be added to the To, CC and BCC fields.
  • Display as  -  Type the display value for this search option. This should be a user friendly value that describes this search location, for example “My Contacts”.
  • Server -  Type the IP address or host name of the Exchange server . Contact your system administrator if you are uncertain of what to put here.
  • Use SSL -   Select this check box if a secure socket layer (SSL) connection is required to connect to the Exchange server.
LDAP Server Select this check box under Contacts Search Locations to allow the users to search an LDAP Server for addresses that can be added to the To, CC and BCC fields.
  • In the Display As box type the display value for this search option.
  • In the LDAP Server box type the address or host name of the LDAP server.
  • In the Search Root DN box type the distinguished name for the node where the search should start. For example: DC=Sales, DC=MyCompany, DC=com. If this field is left empty then the starting point of the search will be the root of the directory tree.
  • In the Email Address field type the name of the LDAP attribute that represents the email address.
  • In the Name Field type the name of the LDAP attribute that represents the name of the user.
  • Choose the Login as Anonymous option to establish an anonymous connection to the LDAP server.
  • Select the Login with following credentials option to log on to the LDAP server with the specified User name and Password.
After you configure LDAP settings, click Test LDAP to validate the settings.

Possible LDAP Ports:

    • Standard LDAP: 389
    • Active Directory Global Catalog: 3268
    • LDAP over SSL: 636
    • Active Directory Global Catalog over SSL: 3269