Email Settings

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.

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 and CAS 360 will populate the User’s Profile name in the sender's name field of the email. 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 and users can manually enter the name to appear in the sender's name field of the email.
Use username as the reply to address?	Select and CAS 360 will use the user's login email address as the reply to email. Select and users can manually enter an email address to display as the reply to email. Only one email address can be entered.
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 to have the partner contact(s) and manager contact(s) cc addresses be entered as default. These contacts can be edited from the General Details screen.
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. Select to have the partner contact(s) and manager contact(s) bcc addresses be entered as default. These contacts can be edited from the General Details screen.
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.