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  1. Preface
  2. Introduction
  3. Dashboard
  4. Resources
  5. Workflows
  6. Task Reference
  7. Services Overview
  8. Users
  9. Logs and Reports
  10. Encryption
  11. System
  12. Appendix
  13. Glossary Terms

Managed File Transfer User Guide

Managed File Transfer User Guide

Example 1: Send Email

Example 1: Send Email

A department has requested a status report to be sent to them via email on a weekly basis. The following task creates the email, attaches the status report and then sends the email.
  1. From within the Project Designer page, expand the Email folder in the Component Library, and then drag the Send Email task to the Project Outline.
  2. On the Basic tab of the Send Mail task, specify values for the following attributes:
    SMTP Server
    From
    The email address of the sender.
    To
    The email addresses of the recipients. Multiple email addresses should be separated by a comma.
    Subject
    The subject of the email.

    MessageThe message body text.
  3. Click the
    Add
    button in the sub-menu and select the
    Add Attachment
    option. You can browse for the file path by clicking the button.
  4. When the file is selected, click the
    Save
    button.

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