Outlook delivery

The Outlook delivery will send the document generated by your process as an attachment using your Microsoft Outlook account. You can learn how to do it using the video below or by reading the guide after it.

First, you need to connect to your Outlook account from the Plumsail account.

1. Click Connect to Outlook during the Add delivery step of the process.

2. You’ll see a dialog that asks if you intend to send attachments larger than 4 MB.

If yes, the connection requires additional read/write permissions for the Outlook mailbox.

This is because large attachments are first uploaded to the mailbox and then sent with an email. The process requires write permissions for uploading the attachment and read permissions for composing an email message with this large attachment.

3. Once you’re connected, you will see the Outlook 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 Outlook account. If needed, you can change it.

• Reply-to. The default is the currently connected Outlook 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"
}