Setting Up Email Preferences (User Settings)
Modified on: Thu, Oct 20, 2022 at 4:25 PM
This article is for individual user email settings. The previous article shows System Wide email settings.
Note: In order for a user to adjust these settings, he/she needs to be in the 'Admin' or 'User Settings' group. See Users & Groups for more information. (An admin can edit these settings for all users, a person with just the 'User Settings' permission can adjust only their own information.)
File Menu > User Settings > Select User
Click on the Email tab
1. Email Account Setup
- Return Address: Enter the address that the email recipient will Reply-To.
- Mail Server User Name: This is the user name or possibly the email address that you use to access your email account
- Attachment Encoding: Set the various types of attachment encoding. Base64 is the standard, but you can check with your email host for the recommended setting.
- Password: Enter the password for the Mail Server User Name entered.
- Confirm: Enter the password again to confirm it is correct.
- PDF Creation on Mac: Set a delay time to wait for the PDF document to be generated before attempting to attach it to an email.
- Include Account Name as part of email addresses (checkbox): If checked, this will include your PrintPoint account/user pre-pended to the Return Address email name (e.g., Production <firstname.lastname@example.org> ). note: you will need to restart the PrintPoint client application for this change to take effect.
2. Tabbed Message Section: Each Area that you can email from PrintPoint can have a custom email message. Click each tab and enter appropriate text.
- Message: Enter your message for the selected section here.
- Default to Sending Emails as Attachment: This will default to sending emails as PDF attachments, such as for Quotes and Purchase Orders. (Note: The text in the message section above will be in the message of the email, not part of an attachment.)
Did you find it helpful?
Sorry we couldn't be helpful. Help us improve this article with your feedback.