Emailing Preferences

Greentree uses these settings when sending a report to an email recipient. If you have not purchased the Greentree eReporting module, you can only send a report to a one email recipient at a time. If you're using the eReporting module, you can send reports to multiple email recipients.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Mail server address/port

Enter the IP address of the mail server you are using and the port number from which emails are sent.

Client name

Enter the name by which Greentree is identified to the mail server. For most sites, you can enter Greentree in this field. The exception to this would be where the mail server has been configured to accept emails from limited sources (this would require adding Greentree as a source in the mail configuration).

Default reply address

Enter the email address to use as the default reply address on emails sent out by Greentree Desktop.

Information This does not have to be a working address.

Reply address level

Select User, Company, or System Preferences as the reply address level. This determines the hierarchy that to apply to find a reply address to use.

The level applies to all companies and is also used when sending test emails from this form. If:

User is selected, Greentree uses the email address specified in User Preferences for the user who is logged in when the email is sent.
Company is selected, Greentree uses the email address specified in UT Company Maintenance using the company that the user is logged into when the email is sent.
System Preferences is selected, Greentree uses the address specified as the Default reply address on this form.

Information If Greentree finds no email address in User Preferences or UT Company Maintenance, it uses the Default reply address specified on this form, regardless of the reply address level that is selected.

Username

Enter a user name for the mail server. Some mail servers require a user name and a password to send emails.

Password

Enter the password for the user name for the email server.

Default report format

You can generate reports in these formats:

HTML
JPG
PDF
PNG Colour
PNG Black & White (this produces the smallest files for transmission)

Log SMTP traffic

If you select this option, information in emails sent from Greentree is output to the form for debugging emails when sending.

Send a test email

Click this button to send a test email to ensure that all preferences have been set correctly. An email address will be requested. You should send a test email to both an internal and an external email address.