Email System Settings

In this area, you can determine the email client that defaults for all emails sent from Applied Epic (except those sent through Distribution Manager). You can set Epic Email or Microsoft Outlook as a system-wide default, or allow users to select one of the two based on their own preferences. Epic Email uses a custom message window, whereas the Outlook option gives you access to full Microsoft Outlook functionality. If you opt to allow employees to choose their own default email client, they can make this selection in Email Settings Configuration.

Any change you make to the Email Integration Default will take effect the next time you log in to the system. Regardless of the settings you select in this area, users who have the Applied Epic Outlook Add-in installed have access to Applied Epic contact, template, and attachment integration in Microsoft Outlook.

1. From the Home screen, do one of the following:

• Click Configure on the navigation panel.
• Click Areas > Configure on the menubar.
• Click the down arrow next to Home on the options bar and select Configure.

From any other area of the program, do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.
• Click Home > Configure on the menubar. The Configure screen displays.

2. Click Email on the navigation panel or Areas > Email on the menubar.
3. Click System Settings on the navigation panel.
4. In the Email Integration Default section, select a radio button to determine the default email client:

• Epic Custom Message Window: The Epic Email client defaults. Select this option if your organization does not have Microsoft Outlook installed.
  
  If your organization has Microsoft Office installed and you select this option, you must use a 32-bit version. The Epic Custom Message does not support 64-bit versions of Microsoft Office.
• Outlook: Microsoft Outlook defaults for all non-Distribution Manager email workflows.
• User Option Preference: Users can choose their own default email client in the Email Settings Configuration area of User Options. Make sure users have security access to this area if you select this option.