Setting up e-mail distribution for settlement sheets

When you print settlement sheets, the system prints a copy to the specified printer. If desired, you can also e-mail a copy of the settlement sheet to the resource. The required setup includes:

Activating the e-mail feature
Specifying your SMTP e-mail server
Recording an e-mail address in the user profile
Defining e-mail distribution for a resource

Activating the e-mail feature

Setting [Misc]EnhancedPrint=Y in your TTS50 enables e-mailing of settlement sheets.

Specifying your SMTP e-mail server

The General Info Table setting SmtpEmailer provides the information needed for TMW Back Office to send settlement sheets using SMTP e-mail.

Recording an e-mail address in the user profile

This feature requires you to record the user’s e-mail address in the user profile.

For information about the user profile, see:
Guide: System Administration | Chapter: Establishing user profiles | Section: Understanding the Edit User Profiles window

Defining e-mail distribution for a resource

To set up your system for e-mailing settlement sheets, follow these steps.

Go to Tools > Profiles > [the resource type] Profile.
The profile window for the selected resource type opens.
In the ID field, enter the resource’s ID.
Press ENTER.
The resource’s information appears in the fields.
Click the Distribution Info tab.

Make entries in the following fields.

Field	Definition
Delete Files	This check box determines if the system will save a copy of the settlement sheet to the directory specified in the Temp Directory field. If it is selected, the system will *not* save a copy to the specified directory.
Temp Directory	Enter the location of the directory this feature will use for temporary files by clicking Browse. Then use the Browse for Folder window to navigate to or create a temporary directory. If the Delete Files check box is cleared and the Use Email check box is selected, the system will save a copy of the e-mailed settlement sheet in this directory.
Use Email	Select this check box if you want the system to e-mail a copy of a settlement sheet as an attachment to the address(es) specified in the Email 1 and Email 2 fields.
Email 1, Email 2	Primary and secondary e-mail addresses
Subject	Text that will appear in the subject of the e-mail
Text	Text that will appear in the body of the e-mail

Field

Definition

Delete Files

This check box determines if the system will save a copy of the settlement sheet to the directory specified in the Temp Directory field. If it is selected, the system will not save a copy to the specified directory.

Temp Directory

Enter the location of the directory this feature will use for temporary files by clicking Browse. Then use the Browse for Folder window to navigate to or create a temporary directory.

If the Delete Files check box is cleared and the Use Email check box is selected, the system will save a copy of the e-mailed settlement sheet in this directory.

Use Email

Select this check box if you want the system to e-mail a copy of a settlement sheet as an attachment to the address(es) specified in the Email 1 and Email 2 fields.

Email 1, Email 2

Primary and secondary e-mail addresses

Subject

Text that will appear in the subject of the e-mail

Text

Text that will appear in the body of the e-mail

This illustration shows the Distribution Info tab in the Carrier Profile window.

Click Save to save your changes.