Specifying general settings > Automated E-mail Notifications


 Automated E-mail Notifications


Users can set Calendar Events in Amicus to automatically send e-mails:

This topic covers:

Enabling E-mail Notifications

To enable E-mail Notifications:

  1. Go to Office > Firm Settings, click Notifications under the General heading to display the General - Notifications dialog.

  2. Choose how you want email sent from Amicus:

    1. Use the firm's internal e-mail system (via your firm's own Microsoft Exchange Server's Relay Service or an SMTP server), or

    2. Use the free cloud-based Service (recommended if your firm uses a hosted Microsoft Exchange service or does not want to turn on their own Exchange's Relay Service)

  3. Continue as appropriate below.

Internal E-mail service

Server Name—If your firm uses its own Microsoft Exchange Server for relaying e-mails, simply enter the name of the relaying server.

Port ID—Set to the default (25)

E-mail Address box, and enter the name you wish to have appear in the From field of the e-mails sent by Amicus (specified in proper e-mail address format) —e.g. Amicus@getcaret.com.

Alternatively, configure a local SMTP server appropriately. Then enter information in this dialog as described below:

Amicus Cloud-based Service

  1. Click the Use Amicus cloud-based service radio button at the top to display the following screen:

  2. Click Test Now to send a test e-mail to your Amicus Primary E-mail address, and then check that you receive it.

  3. If it goes to your Junk Email box, you'll need to set this Sender to your e-mail provider's Save Sender's list and we recommend that you advise all Firm Members to do so as well.

  4. Any failure to relay a notification will be recorded to the Amicus Server Log, available from the Windows Start menu at the Server: Amicus > Amicus Attorney Tools > Server Logs.
     

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Amicus Admin Help (April 2024)