FREQUENTLY ASK QUESTIONS

For customers who want to extend the functionality of the QSD (Document Management) module to send emails, it is possible to modify the PalstatCAQ configuration so that when changes are made to documents, an email is sent to the persons responsible for the change. For successful operation of this function, it is necessary to install the CAQservice with SMTP server configuration on the server and to purchase a CAQserver license.

Since version 2021.03.003, after deploying the upgrade, the appropriate reporting is automatically imported to ensure that notifications are sent. Reporting is set as active by default and therefore customers who have configured for SMTP and have an active CAQserver will start receiving notifications that they did not receive before.


To turn off these notifications, open the "System Administration" program

 

• Go to the "Scheduller" tab.
• Select the "Mail" line
• A list of email reports will open on the right
• Switch the status to "Inactive" for documents with the title "Document Change Notification*"

States for sending emails

In the standard email distribution, information messages are sent to the following persons when the status changes:

• Waiting for comments: sends to people who have the "Comment" option enabled in the document's distribution list.
• Awaiting review: Sends an information message only if the "Checked" field is pre-populated by a person, it is delivered only to that person.
• Waiting for approval: Sends an information message only if the "Approved" field is pre-populated with a person, it is delivered only to that person.
• Waiting for Release: It will send an informational email only if a person is pre-filled in the "Released by" field. The email will only be delivered to this person. It will be sent to all persons who have the "Release" right to the current database.
• Released: The information message is sent to all persons who have the "Display" option checked in the current document's distribution list.

Setup SMTP

In order to send emails, you must install CAQservice and configure the service for SMTP.

Change of E-mail address for sending information

If a user's Email address changes, you must change the address in the user input window in the User Database module.