Email

Email deliveries are the easiest way to send the created documents to your customers, colleagues, etc. In this type of delivery, your final merged document will be sent to the recipients as an attachment. You will can type your own customized message for the emails.

To set up an Email Delivery, choose the Email options from the list of deliveries available in the Configure new Delivery view.

The various configurations are explained as below :

Configuration

Description

Name

The name of the email delivery.

From

The email address of the sender. This field is pre filled with the org email address.

To

The recipient of the email. This field can take in multiple comma separated email addresses. The field also takes merge variables that you have used in your template. Click on the {{}}button to get the list of available merge fields.

Cc

Fill in this field with the recipients to whom the email has to be copied. Takes merge variables as well.

Bcc

Fill this field with all the recipients to whom the email has to be blind carbon copied.

Subject

The Subject for the email.

Message

The message body for the email.

What is an SPF Record and how do I add it?

This article also answers:

  • Can I use my existing SPF record with Docupilot?

  • Email notifications sent from Docupilot are marked as SPAM by my customer's email servers. How can I handle this?

Sometimes emails from Docupilot may be marked as SPAM by your customer’s email servers. This happens because your customer’s email server does not know that you are using Docupilot to send emails on your behalf. You can easily correct this by creating an SPF record (Sender Policy Framework record) in your DNS Server. In simple terms by creating an SPF record you are authorizing Docupilot to send emails (notification emails) with @<your-domain>.com email address.

And here's how you do it:

  • Go to your domain registrar's website.

  • Login to the domain control panel.

  • Open your DNS configuration settings.

  • Edit your ZONE File and look for TXT or SPF record.

  • Specify the following value: v=spf1 include:email.docupilot.app ~all .

  • Save your changes.

But what if an SPF record already exists?

You can just include the SPF in the same line as your existing record

v=spf1 include:spf1.domain.com include:spf2.domain2.com include:email.docupilot.app ~all

In case you are unable to get the SPF set up, here are more specific instructions with respect to each provider. Make sure you remember to use the right value before saving your changes.