The Email Settings screen allows you to set the email sender name and reply to address for emails sent from CAS 360. You can also add default CC and BCC email addresses.
Use user's full name as the sender name?
SelectUser’s Profile name in the sender's name field of the email.and CAS 360 will populate the
For documents that have been approved after review via the Document Review screen. Users can select between Reviewer or Preparer as the sender of the email.
When toggled on, CAS 360 will default to the Reviewer’s user profile.
Selectand users can manually enter the name to appear in the sender's name field of the email.
|Use username as the reply to address?||
Selectand CAS 360 will use the user's login email address as the reply to email.
Selectand users can manually enter an email address to display as the reply to email. Only one email address can be entered.
|A copy of the email will be sent to the email address entered here. Multiple email addresses can be entered. These email addresses will be visible to all email recipients.|
|A copy of the email will be sent to the email address entered here. Multiple email addresses can be entered. These email addresses will not be visible to any email recipients.|
When a company billing contact is entered into the General Details screen, this contact automatically cc’d in the Digital Signing Annual Review email.
Important: Email Sender Field
The CAS 360 sent email will still display email@example.com in the sender field.
However, when the email recipient replies to the email, the email address set in the Email Settings screen will display.