Gmail delivery
The Gmail delivery sends the document generated by your process as a Gmail attachment. Before customizing the Gmail delivery settings, you need to connect to your Gmail account from the Plumsail account. For that, click Connect Gmail.
After selecting a Gmail account, you’ll be asked to activate access options. Activate Send email on your behalf checkbox, otherwise there’ll be an error about insufficient authentication scopes.
Once you’re connected, you will see the Gmail delivery settings:
Just fill the To, Subject, and Body fields of delivery as you do in any email client. You can specify Cc and Bcc if need be.
Expand Advanced to set:
Display name. The name which recipients see when receiving emails. Default is your username from the connected Gmail account. If needed, you can change it.
Reply-to. The default is the currently connected Gmail address. You also can replace it with another email address.
Use tokens to specify recipients
You can either manually specify the email address of recipients:
OR enter the email address as a token if the token exists in the source template.
The token may contain several comma-separated addresses:
{
"email": "john.smith@contoso.com, adam.allman@contoso.com"
}
Use tokens in email subject and body
You can insert values from your data using tokens.
Click { } to open the list of available tokens.
For example, if your data contains a property called address, insert it using the token {{address}}.
Tokens work the same way as in document templates and also support value functions.
You can also use predefined tokens:
{{@date}}- the current date and time{{@number}}- the current document number.
Note