Purpose

The email setup module allows users to configure email settings to send eForms via email from within TRUE.  This is also commonly used for sending client notifications. Two configuration options are available: Company Email and Work Email

Company Email Configuration

A general company email can be set up for all users to send from.  Many companies choose to use this option to ensure all email correspondence comes from a single email address and all replies are sent back to the same email address.  This will become the user's default address unless a “Personal Email” is set for specific users.

Set Up Company Email

1. Navigate to the "⚙️" gear icon and select "Company Preferences".
   
2. Scroll down to the “Company Email” section. 
   
3. Click the red “ Setup ” button on the right side of the screen and follow the on-screen instructions.
   
4. TRUE will attempt to open a new browser tab/window. Please ensure pop-up blockers have been disabled to use this feature. 
   
5. Please ensure TRUE is granted all the required access when prompted. 
   
6. Once these steps have been completed successfully, a green “ Configured ” button will appear where the “ Setup ” button previously appeared. 

How to Bypass Send Confirmation?

By default, when an email is sent out of TRUE, the user will receive a notification confirming that an email was sent successfully or if it failed. 

1. To access this feature, navigate to the "⚙️" icon and select “Company Preferences”
2. Scroll down to the “Company Email” section
3. Check/uncheck the box next to "Bypass Send Configuration" 
4. If this feature is enabled, TRUE will ignore this notification entirely.

Work Email Configuration

A work email is associated with a specific user to send from. 

• Only one user can send from this email address. 
• Many companies choose to use this option to ensure that all emails sent will use a different email address than the Company Email. 
• Some users can have “Personal Email” turned on, while others will default to the “Company Email” settings. 

How to Set Up Work Email?

1. Navigate to the "Settings" menu and select "User Preferences".
   
2. Scroll down to the “Work Email” section.
   
3. Toggle on the “Use Work Email” option.
   
4. Click the red “ Setup ” button on the right side of the screen and follow the on-screen instructions. 

   Warning: If users do not grant access to each listed option, this feature will not work within TRUE.

    
5. Once these steps have been successfully completed, a green “ Configured ” button will appear where the “ Setup ” button appeared previously.

What is "Use Email for eForms CC"?

This will automatically set the CC field of the eForm with the user's email. This is used if a user would like to automatically send a copy of the emailed eForm when sent in TRUE.

1. To access this feature, navigate to the "⚙️" icon
2. Select “User Preferences,”
3. Scroll down to the “Work Email” section
4. Check/uncheck the box next to "Use Email for eForms CC" 

Setting up Signature Block

This allows users to add a signature block to the end of their email messages. This is simply a block of text that can contain the contact information of the user.

How to Add Images to the Signature Block

To add an image such as a logo to the user's signature block, users can follow these steps:

1. Navigate to the Quick Action "lightning bolt" icon and select Files.
   
2. Click the "+" icon and drag and drop, or select the "Choose" option to upload the image of the company logo.
   
3. Select the green "Upload" button.
   
4. On the top right-hand side of the user's screen, select the icon.
   
5. Choose the "Open" option. If the "Secure" option is selected, the image will expire after 7 days.
   
6. Copy the URL of the image and select "OK".
   
7. Users can do this by using the keyboard command "Command + C" (Mac users), or "Control + C" (Windows).
   
8. Navigate back to Company Preferences (Or User Preferences) to the "Company Email" section and locate the signature block.
   
9. Select the icon and paste the link the user copied from the Files module into the "Source" field.
   
10. Select "Save", and adjust the size to the user's liking.

How to Re-authenticate Email (Troubleshooting)?

Websites and programs like email will periodically, and seemingly at random, have you re-enter your login credentials for security reasons. This is not something we can control. When this occurs, the user may receive an error message when attempting to utilize the "Email" feature to send out proposals such as “could not verify access credentials”. To resolve this, the user will need to re-authenticate their email within the affected email, found in either "Company Preferences" or "User Preferences". 

“Company Email”

1. Select the "⚙️" icon in the top right corner of TRUE and choose "Company Preferences".
   
2. Locate the "Company Email" section and select the green “ Configured ” button.
   
3. Click the "Clear" button to disconnect your email.
   
4. Select the "Configure" button to re-enter your email password.

“Work Email”

1. Select the "⚙️" icon in the top right corner of TRUE and choose "User Preferences".
   
2. Locate the "Work Email" section and select the green “ Configured ” button.
   
3. Click the "Clear" button to disconnect your email.
   
4. Select the "Configure" button to re-enter your email password.