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The default send method for each contact is defined via Contacts but can be adjusted via the Select Recipients window when creating mails.
There are four ways that mail can be delivered (sent) using InEight Document:
TB – This column is always ticked. As this column cannot be un-ticked, every mail sent from InEight Document will be delivered to the recipients InEight Document Inbox regardless of whether they are a user of InEight Document, in addition to any other options you select.
Email –InEight Document will send this recipient the mail via email. They will receive the mail in their normal email inbox, as well as their InEight Document inbox. When ticking this box, the system will check that the user has an email address. This option is the default when sending mail to External Contacts.
FAX – the mail will be sent out using InEight Document’s Fax-Out Integrated fax service. This is an optional service where charges apply and is enabled on a per company per project basis. When ticking this box, the system will check that the contact has a valid fax number and that Fax-Out is enabled for your company.
HC –InEight Document will flag that this recipient is to be sent the mail via hardcopy. Upon sending, InEight Document will automatically load a print preview so that a printout can be generated. This option is often used on site where it is more convenient to hand a copy of a mail to a recipient rather than send by email, fax or InEight Document.
InEight Document captures both the date and time mail is sent based on the time zone selected for the project via the Project Settings.
The method used to send each mail item can be viewed by right clicking on a mail in Sent Items and selecting View Sent Methods.
Additional Information
9977 N 90th Street, Suite 250 Scottsdale, AZ 85258 | 1-800-637-7496
© 2024 InEight, Inc. All Rights Reserved | Privacy Statement | Terms of Service | Cookie Policy | Do not sell/share my information