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117 lines
3.8 KiB
Markdown
117 lines
3.8 KiB
Markdown
---
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layout: docs
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title: Send items via E-Mail
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---
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# {{page.title}}
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You can send e-mails from within docspell attaching the files of an
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item. This is useful to collaborate or share certain documents with
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people outside docspell.
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All sent mails are stored attached to the item.
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## E-Mail Settings
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To send mails, there are SMTP settings required. Since an e-mail
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account is connected to a user, you need to check the *User Settings*
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page from the top-right menu.
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<div class="thumbnail">
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<img src="../img/mail-settings-1.jpg">
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</div>
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First, you need to provide some name that is used to recognize this
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account. This name is also used in URLs to docspell and so it must not
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contain whitespace or any special characters. A good value is the
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domain of your provider, for example `gmail.com`, or something like
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that.
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These information should be available from your e-mail provider. For
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example, for google-mail it is:
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- SMTP Host: `smtp.gmail.com`
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- SMTP Port: `587` or `465`
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- SMTP User: Your Gmail address (for example, example@gmail.com)
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- SMTP Password: Your Gmail password
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- SSL: use `SSL` for port `465` and `StartSSL` for port `587`
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Then you need to define the e-mail address that is used for the `From`
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field. This is in most cases the same address as used for the SMTP
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User field.
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The `Reply-To` field is optional and can be set to define a different
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e-mail address that your recipients should use to answer a mail.
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Once this is setup, you can start sending mails within docspell. It is
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possible to set up these settings for multiple providers, so you can
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choose from which account you want to send mails.
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*Please Note: If `SSL` is set to `None`, then mails will be sent
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unencrypted to your mail provider! If `Ignore certificate check` is
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enabled, connections to your mail provider will succeed even if the
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provider is wrongly configured for SSL/TLS. This flag should only be
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enabled if you know why.*
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## Sending Mails
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Currently, it is possible to send mails related to only one item. You
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can define the mail body and docspell will add the attachments of an
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item, or you may choose to send the mail without any attachments.
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In the item detail view, click on the envelope icon to open the mail
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form:
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<div class="thumbnail">
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<img src="../img/mail-item-1.jpg">
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</div>
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Then write the mail. Multiple recipients may be specified. The input
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field shows completion proposals from all contacts in your address
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book (from organizations and persons). Choose an address by pressing
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*Enter* or by clicking a proposal from the list. The proposal list can
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be iterated by the *Up* and *Down* arrows. You can type in any
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address, of course, it doesn't need to match a proposal.
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If you have multiple mail settings defined, you can choose in the top
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dropdown which account to use for sending.
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The last checkbox allows to choose whether docspell should add all
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attachments of the item to the mail. If it is unchecked, no
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attachments will be added. It is currently not possible to pick
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specific attachments, it's all or nothing.
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Clicking *Cancel* will delete the inputs and close the mail form, but
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clicking the envelope icon again, will only close the form without
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clearing its contents.
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The *Send* button is active once all input fields have been filled.
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Once you click *Send*, the docspell server will send the mail using
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your connection settings. If that succeeds the mail is saved to the
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database and you'll see a message in the form.
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## Accessing Sent Mails
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If there is an e-mail for an item, a tab shows up at the right side,
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next to the attachments.
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<div class="thumbnail">
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<img src="../img/mail-item-2.jpg">
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</div>
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This tab shows a list of all mails that have been sent related to this
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item.
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<div class="thumbnail">
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<img src="../img/mail-item-3.jpg">
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</div>
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Clicking on a mail opens it in detail.
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<div class="thumbnail">
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<img src="../img/mail-item-4.jpg">
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</div>
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