E-mail (smtp)

The E-mail (smtp) flow block allows designers to send e-mails from an Simple Mail Transfer Protocol(SMTP)Closed A collection of related information that can be used in templates and flows. server. When sending e-mails you have the option to attach documents created during the flow or assets from your project.

Note: Most SMTP servers have a file size limit of 10 MB for attachments.

Figure 1-387   E-mail (smtp) Flow Block

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

Figure 1-388   E-mail (smtp) Basic settings

E-mail (smtp)  Basic settings Functions

Index No.

Field name

Description

1

SMTP connector

Defines the SMTPClosed Simple Mail Transfer Protocol (SMTP) is an internet standard for email supported by most email processing servers. Connect to SMTP to send email. connector to use. If you only have one applicable connector, the system uses that connector by default.

2

Mail importance

Sets the priority of the created email with the following options: high, normal or low.

Figure 1-389   Sender & receiver settings

Sender & receiver settings Functions

Index No.

Field name

Description

1

From (e-mail address)

Sets who the e-mail appears to come from for the receiver. If you don't specify an address, the system uses the e-mail address specified during the connector set up.

2

From (name)

Sets name to display name for the From field of the e-mail.

3

Reply to

Sets the automatic e-mail for receiver to reply to when the user responds to the e-mail.

4

To

Sets the e-mail addresses to add to the To field of the e-mail. If you are manually typing into the field, ensure the addresses are separated by the a semicolon(;). Multiple recipients can be selected dynamically by converting this setting to a linked field and using the E-mail field for 1:N relation from your data set.

5

CC

Sets the e-mail addresses to add to the CC field of the e-mail. Multiple recipients can be selected dynamically by converting this setting to a linked field and using the E-mail field for 1:N relation from your data set.

6

BCC

Sets the e-mail addresses to add to the BCC field of the e-mail. Multiple recipients can be selected dynamically by converting this setting to a linked field and using the E-mail field for 1:N relation from your data set.

Figure 1-390   Subject & message settings

Subject & message settings Functions

Index No.

Field name

Description

1

Subject

The Subject field allows users to replace the default DocuSign email subject.

2

Message source

Defines the source of the message content with the following options: Rich text, Document, Template.

3

Message

Fills in the body of the e-mail.

4

Documents

Defines which documents created during the flow to attach to the e-mail.

5

Assets

Sets the preexisting assets not created during the flow to attach to the e-mail.