Description of Issue
Set up ReadyForms delivery definitions to email customers
Context
- Munis
- EERP
- Delivery Definitions
- ReadyForms
- Step
- RF
- EF
- Enterprise Forms
Cause
Informational
Resolution
Navigate to System Administration > Printer / Device Administration > ReadyForms > Delivery Definitions
- Click Search to locate a delivery definition, or Add to create a new one
- Click Accept
- Under the Steps heading, click Add
- In the Name field, under the Step Details heading, enter a name for the step (ex. 'Email')
- Under the Templates tab, check the box of the form template to be used
- Scroll down and check the Email checkbox
- Select Customer email from the Send email to dropdown (the To Email Address will then default to the email on the customer record)
- Check Include Attachment checkbox
- In the From Email Address field, enter the address of your organization, as you would like it to appear in the customer email
- You may choose to enter a Subject and/or Message
- Click Accept
Additional Information
If test emails fail, enable the Force Email checkbox on the Email delivery definition: When to use Force Email or Force to Print in the ReadyForms Delivery Definition Step
The only supported reply/ from address when using Saasmail is noreply@tylertech.com
If using the Tyler SES service in AWS the reply address must end in @mail.munis.tylerhost.net
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