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Table of Contents

Overview

In Framework ECM v8 the 'email transport' pref (-50002) is removed from the db. Batch claim/receipt emailing, in v8, is only looking at the 'Batch - Enable 'Email' by Default?' (-50123)

SMPT referenced in code has also been removed. The emailing function now works using the API method (no longer using outlook).

Warning

Batch Emails use the Framework Gateway Communication process from FWECM 7.0.9826 onwards.

If login access and Security Preferences have not yet been set up, please Contact Insula Software.

Pre-Requisites

Warning

Before progress claims can be emailed using batch claims, please ensure:

  • Framework ECM security preferences are updated to enable client invoice emailing and to set default settings. Security preferences are set in the Security module of Framework ECM and can only be modified by Framework administrators.

  • An email template has been created. For more information, see the Email Templates topic in the Framework Administration user guide.

  • image-20240328-001037.pngImage Added

Security Preference Pre-Requisites

The following security preferences must be updated for staff to successfully send progress claims via email.

Warning

  • Primary preferences are those that MUST be set to use the procedure. 

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  • Secondary preferences are those that should be reviewed before using the procedure.

Primary Preferences

Preference Number

-50001

-50003

-50004

-50005

-50006

-50007

-50008

-50009

Secondary Preferences

Preference Number

Preference Number

-11255

-50121

-50122

-50123

-50124

-50125

-50126

-50127