How To: Use the Built-in Email Client

Environment: Enterprise or Advantage Reports (ver. 21.3.211.350 or later)

In this Article:

1. Using the Email Client in Comsense Opening Suite
2. Authenticating your Microsoft account
3. Authenticating your Google account
4. Troubleshooting

Using the Email Client in Comsense Opening Suite

Comsense has a built-in email client that allows reports and submittals to be emailed directly from the software to your recipient. To enable this client, please review this article: Setting Up the User Email Client

In the Report window:

1. Click Email.
   

   

In the Email window:

2. Enter a Subject.
   *Note: The subject line is automatically populated, but may be changed as needed.
   

   

3. Enter your email address in the Sender field.
   *Note: This field will not be shown if you have entered your email address in your profile.
   

   

4. Enter the recipient(s).
   *Note: Each Recipient must be on a new line.
   

   

5. Enter the email message.
   *Note: The body automatically populates with the attachment filename and your signature.
   *Note: The email message is plain text only, and does not support images or formatting.
   

   

6. Click Send.
7. If prompted, Enter your email password.
   

   

Authenticating your Microsoft account

If your company's email host is Microsoft, you will be prompted to sign in to your email address. This process uses Microsoft's authentication portal. Once authenticated Windows will store the authentication token so that you do not need to sign in every time you send an email. You will occasionally be asked to sign in again based on the security settings set by your email administrator.

In the Microsoft Account Sign-in window:

1. Enter your email address, and Click Next.
   

   

2. Enter your email account password, and Click Sign in.
   

   

3. If your account has Multifactor Authentication enabled, Complete the prompt on your device.
   

   

4. The email will be sent and a copy will be saved to your Sent folder.

Authenticating your Google account

If your company's email host is Google, a browser window will open and prompt you to sign in to your email address. This process uses the Sign in with Google portal. Once authenticated email client will store the authentication token so that you do not need to sign in every time you send an email. The google authentication token is deleted when Enterprise or Advantage Reports application is closed. So you will be required to sign in to your Google account once a day when emailing from Enterprise, and unfortunately, every time you send an email from the Advantage Reports application.

*Note: We are investigating an alternate solution for the Advantage Reports sign-in requirements.

In the Sign in With Google browser window:

*Note: Do Not close the browser window, doing so will cause Enterprise to lock up.

1. Enter your email address, and Click Next.
   

   

2. Enter your email account password, and Click Next.
   

   

3. If your account has Multifactor Authentication enabled, Complete the prompt on your device.
   

   

4. Click Advanced.
   *Note: The Comsense GMail API has been submitted to Google for verification. We are expecting verification to take 1-2 months.
   

   

5. Click Go to Comsense GMail API (Unsafe).
   

   

6. Click Continue.
   

   

7. The email will be sent, and a copy will be saved to your Sent folder.
8. Close the browser window.
   

   

Troubleshooting

The email client caches the authentication token received from Microsoft or Google so that you do not need to sign in every time you send an email. Unfortunately, the email client does not know if the authentication was successful or not, which can result in an unsuccessful token being cached. When this occurs the email client crashes and causes Enterprise to close without warning.

To clear this failed token from the cache:

1. Open the User Preferences window from the Tools Menu in Advantage.
   

   

2. Click on the Email tab.
   

   

3. Click the Clear Cached Credentials button.
   

   

4. Click the OK button.