Mail Merge Email Setup

Set up your system so that you can email merge letters to your patients, responsible parties, dentists and referrers rather than printing them on paper for you to mail.

Important - The Word Processing Email feature requires an email account which supports SMTP and will not work with Web-based accounts such as AOL, Yahoo, etc. We know of no Web-based email service which gives you the necessary access to an SMTP server.

Choose Your Settings

Open Email Setup Window - ViewPoint main menu > Tools & Utilities > Word Processing Email Setup.
Set up your Email Account & Test Fields - Certain fields are only used for testing your system, while others identify your email server and account.

To - (Used for testing purposes only.) Enter your own email address here, so that after all settings are completed, you can check to see that the system is working properly.

From - Enter the address you would like your emails to be sent from. If the recipient replies, this is also the address that will receive the reply.

Subject - (Used for testing purposes only.) This field is only used for testing purposes.

Server - Enter the name of your email server.

Timeout - Enter the amount of time our software waits for your mail server to respond. You may need to contact your email / internet provider for assistance in selecting an appropriate timeout setting.

Requires Login - Most email servers are configured to require login. Enable this option unless your email / internet provider instructs you not to.

Port - Most email servers are configured to use port 25. However, your email / internet provider may require a different port number.

Use SSL/TLS - Enable this option to use SSL/TLS security for your mail merge email messages. This option is most often required when using Web-based accounts, such as AOL, Yahoo, etc.

Mail login - Enter the user name you use to log into your email system. Often, this is your email address.

Password - Enter the password you use to access this email account.

Message Body - (Used for testing purposes only.) This message is used for testing purposes only.

Create Email Trace Log - Enable this option to create a trace log for support purposes.

Print Letter if No Email Address - Enable this option to print merge documents on paper when no valid email address is found, so that you can mail the letter instead.
Test Your Settings - Click the Test Email button at the top of the window to send yourself a sample email to be sure that your settings are functional.
Save Your Settings - Click the Save button at the right of the window to save the settings without exiting the window. This gives you the opportunity to save and test settings before exiting the editor.
Exit - Click the Exit button at the bottom of the window to close the settings window: Any un-saved changes will be lost.