Accessing the e-mail function

If you are in one of the above-mentioned areas, click on the button

and then on

.

Alternatively, you can also select the "Settings" via the main menu

and use the link

under E-mails.

Sending an e-mail

The name and e-mail address of the sender are taken from your user profile and entered automatically.

To enter the e-mail addresses of one or more recipients, you have three options: "Add user", "Add contact person" or "Add e-mail". If you click on "Add user", you can select a registered e-mail address from the list of Innosoft users. To do this click on the lines of the useres to be added and confirm your selection by clicking on the button

.

Select "Add contact person" to use the stored e-mail address of a contact person.

To enter any e-mail address, click on "Add e-mail" and then on the button. Enter the name and e-mail address and click on

. You accept the entered data by clicking the

button.

Similarly, you can set further recipient addresses to copy ("CC E-mail") or blind copy ("BCC E-mail").

To address all users or all contact persons, click on the "Add users" or "Add contact persons" link, select the

button and click on

.

To remove a recipient, click again on the previously selected link "Add user", "Add contact person" or "Add e-mail". The selected names are displayed above the table. Click on the name of the user or contact person to be deleted. For "Add e-mail", click the

button.

Enter a meaningful title for the e-mail in the "Subject" field. If you want to attach documents, pictures or other files to the e-mail, click on "Add local file" under "Attachments" to open the explorer for file upload. Then enter the text of the e-mail in the "E-mail" section; you can use the offered editor functions for text formatting.

To send the e-mail, click on the action on the left.

Using e-mail templates

If you want to use an e-mail template, click on the action on the left. All templates which are available in the system will then be displayed. Select a template by clicking on the underlined number in the column "Keys". The field "Subject" and the text of the e-mail will be filled automatically with the stored data.

If you have selected a standard template for the respective object, this will be preselected. If you have selected a template for which there is multilingual content, a dialogue opens. Select which language is to be used for the template.