• Overview
• Setting the default email address and email server
• To email a batch of documents by client
• Entering and testing an email connection
• Creating and saving a batch set
• Entering filters for documents emailed in a batch
• Setting properties for the PDF document
• Reusing a batch set
• To check the log for a batch email
• Troubleshooting batch emails

Entering and testing an email connection

Before sending a batch email from Time, enter and test the email connection from the Email Settings dialog.

Note: If you do not know what to enter in any of the fields, ask your firm's email administrator or your ISP provider.

Procedure

1. While in the Client Batch Email/Print dialog, click Email Settings.
2. Under Sender, enter:
1. Your name or the name of the user sending the email.
2. The email address of the sender or the address to use for return mail.

3. Under SMTP Server, enter:

   1. The Outgoing Mail (SMTP) used in your mail properties. If one is entered in the company profile, it appears here by default.
   2. Select the Connection Security.
      • SSL/TLS establishes a connection before beginning an SMTP transaction.
      • STARTTLS establishes the connection after beginning the transaction.

   Note: Whichever setting you select from the Connection Security menu becomes the default Connection Security Setting.

   3. Set the correct Port for outgoing mail.
4. If your outgoing mail requires Mail Server Authentication, enter:
1. The User Name used to authenticate sending.
2. The Password for the user name.
5. In the Mail section set the Encoding accordingly.
6. (Optional) Click Test Connection.
7. Click OK.