Set up ReadyForms delivery definitions to email customers
Munis
EERP
Delivery Definitions
ReadyForms
Email
Step
RF
EF
Enterprise Forms
Informational
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
Make sure Template is configured correctly: Archived or Emailed Enterprise Forms (ReadyForms) record contains all images from run
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
Employee Emails does NOT normally work unless the site IT make proper configurations to employee mailbox. If EEPR (Munis) workflow email work properly the same email address can be used with RF Emails or IT has to create a new one with proper configurations like the workflow email account.
If site is hosted by SaaS and uses saasmail as relay: Emailing with SaasMail Relay
If site is hosted by SaaS using the Tyler SES service in AWS: Tyler Forms emails not sending after moving to AWS
Enter a Subject and/or Message
Email Tokens can be used on those fields: How to automatically fill Vendor name or check date on the RF Delivery Definition Email Step
Click Accept
If emails fail, review Email Log for possible issue: Enable Email Logging for ReadyForms within Munis 2019 and above
Emailing Invoices or Statements : ReadyForm will not Email unless Force Email checkbox is enabled on Delivery Definition
EERP (Munis) Email relay configurations: Munis Email - Email section in the System Settings is not setup or setup incorrectly
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