Please note:-

1. Your machine/server should be connected to internet.

2. Your user should be allowed Internet. Use following option:

      Administrator->UserList->Modify User (Connect to Internet - Tick (YES) )

3. You should have done email setup using following option:

Utility->Mail/SMS Setup->Send Email->Configure SMTP Server

If you are using GMAIL, Please open your gmail account in browser and then go to settings->

Change account access for less secure apps

Please click here to allow access to Unisolve/Cross for sending mails using GMAIL:

You may read following article to know more:

If you are using EMAIL account other than GMAIL, similar settings may be required.

4. You can set email schedule using:

Utility->Mail/SMS Setup->Mail Schedule

Here you get many options to set auto mail/SMS  on reports and/or transactions. You have to add multiple records as per your requirement. You can send pdf or prn file for reports and pdf or csv file for transactions. CSV files can be imported by receiver using his software or open in excel and then use it further. To open prn files, receiver can use notepad. You can customize the message and send report or transaction as attachmnent. In case of SMS, only message goes and no attachment is sent.

This mail schedule is executed automatically on server when you login with a user with Internet rights YES. If you are having multiple systems, you should always login into server, even if you are not doing any work on it. After starting and logging in into your server and completing backup process, you should login into nodes.

5. While viewing reports/transaction print also, you get an option to click on email and send email.

6. There are options in Utility->Mail/SMS System menu to see all emails sent today, remove old emails and regenerate today's emails to send. Please explore and learn more.

Please use this help document and provide your feedback so that we can improve it further.

Thanks