The Email Settings screen allows you to set the email sender name and reply to address for emails sent from CAS360. You can also add default CC and BCC email addresses.
Email Settings
When you have a company billing contact you can now have this contact automatically cc’d in the Digital Signing Annual Review email.
| Field | Explanation |
|---|---|
| Use user's full name as the sender name? |
Select the toggle For documents that have been approved after review via the Document Review screen. Users can select between Reviewer or Preparer as the sender of the email. When toggled on, CAS 360 will default to the Reviewer’s user profile. Select |
| Use username as the reply to address? |
Select Select |
CC Addresses |
A copy of the email will be sent to the email address entered here. Multiple email addresses can be entered. These email addresses will be visible to all email recipients. Select |
BCC Addresses |
A copy of the email will be sent to the email address entered here. Multiple email addresses can be entered. These email addresses will not be visible to any email recipients.
|
CC Billing contacts on Annual Review emails for Electronic Signing? |
When a company billing contact is entered into the General Details screen, this contact automatically cc’d in the Digital Signing Annual Review email. |
and CAS 360 will populate the 
and users can manually enter the name to appear in the sender's name field of the email.
Important: Email Sender Field
The CAS 360 sent email will still display no-reply@cas360.com.au in the sender field.
Example:
However, when the email recipient replies to the email, the email address set in the Email Settings screen will display.
Example:
SmartDocs Email
The Firm's SmartDocs email can be found at the bottom of the email settings screen:
- For more information, see the SmartDocs article.