If you want to email from InterFormNG2, then you can use this check list:
1.You need to define an email server in the tenant settings.
2.You need to define a mail template (that defines the contents of the email), which can be defined as an html template that is edited in the designer or an html file or dynamic velocity file loaded in the mail template folder of the Library.
3.If you create an html template, then you can add e.g. texts with a link and also images with a link in the email contents.
4.If you want to track, if a customer has opened an email (and downloaded linked images), then you can refer to a dynamic image via a URL in the HTML email template (created in the designer) or mail template.
5.You need to setup a workflow to monitor for new input files via one of the input types.
6.Inside the workflow you can send out an email in these ways:
7.If you want a normal email, that contains a PDF, that is the result of merge between the input file and a template, then you can use the Create PDF email workflow component.
8.You can also use the workflow component, Create EML with PDF and then either save the email as an .eml file and/or send the email.
9.If you want to digitally sign a PDF file, that you want to attach to the email, then you can build up a workflow with these workflow components: Create PDF document, PDF digitally sign, set attachment name, payload to attachment, email details, create email message from template and finally To email server.
10.Additional PDF functions are available, when it comes to a PDF attachment. These functions are covered in the PDF output section.
11.You can create a delayed email, which you can delete and replace before it is sent, if needed. This can e.g. be used, if you want to replace an invoice and you prefer not send out the invoice, that you have replaced. Delayed emails can be canceled via e.g. via the email log.
12.It is possible to create emails with status held. That can e.g. be used, if you want to generate the emails first and then e.g. manually open and verify the emails before you choose to either release and send the held emails or delete them in the email log.
13.You can activate an email log, so that you can see and work with all the emails, that has been generated by InterFormNG2.
14.You can also choose to send an error report email to an administrator, if an error occurs. You can also choose to send specific emails for specific errors via an on-error workflow or an error handler.
15.You can even email via a remote client.
Specifics for attachments
1.If you want to add an extra attachment to an email (apart from the usual PDF file), then you can define the attachment with any of the workflow components below (in the order that they should be attached) before the email is generated and sent. That can be done with these workflow components: From file to attachment, Payload to attachment, Payload to first attachment, Resource to attachment and URL to attachment followed by e.g. the normal email component, Create PDF email, Create EML with PDF.
2.You can also build up the email with these workflow components, if you e.g. wants to send emails without an attachment with the component, Send an HTML email.
3.If you want to create an email with a single attachment, which is not the usual PDF file, but e.g. an Excel spreadsheet, then you can consider a workflow, that first saves the original (XML or spooled file) payload with the component, Payload to named property, then set the attachment name and then generate the spreadsheet with the component, Create Excel document, then add the attachment with Payload to attachment and then retrieve the original XML payload again with the component, Named property to payload, before you use the Send an HTML email component.
4.If you want to collect e.g. PDF files with invoices from a folder, that are waiting to be sent to a customer as multiple attachments in a single email, then you should consider example 1, which is shown for the workflow component, List filesystem. There is also a suggestion for an add on in example 2. Direct file access is a prerequisite for this solution.
5.If file access is not an option and you still want to collect multiple PDF files found in a folder and add them as multiple attachments in a single email, then you can consider to save the files as resources e.g. in the other folder of the Library. Then you should consider the workflow component, List resources and build a workflow similar to what is shown in example 2.
The video below can also be used as an introduction to email in InterFormNG2:
