Using the Comsense Email Client

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.
    Click image to enlarge
    Report window; Shows location of the Email button.

 

In the Email window:

  1. Enter a Subject.
    *Note: The subject line is automatically populated, but may be changed as needed.
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    Email window; Shows location of the Subject field.
  2. 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.
    Click image to enlarge
    Email window; Shows location of the Sender field.
  3. Enter the recipient(s).
    *Note: Each Recipient must be on a new line.
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    Email window; Shows location of the Recipients field.
  4. Enter the email message.
    *Note: The body automatically populates with the some text including your signature.
    *Note: The email message is plain text only, and does not support images or formatting.
    Click image to enlarge
    Email window; Shows location of the Message Body field.
  5. Click Send.
  6. If prompted, Enter your email password.
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    Email Password window; Shows location of the Email Password field.

 

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.
    Click image to enlarge
    Microsoft Sign in window; Shows location of the Email Address field.
  2. Enter your email account password, and Click Sign in.
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    Microsoft Sign in window; Shows location of the Password field.
  3. If your account has Multifactor Authentication enabled, Complete the prompt on your device.
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    Microsoft Sign in window; Shows the prompt to authenticate from the 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.
    Click image to enlarge
    Sign in with Google window; Shows location of the Email Address field.
  2. Enter your email account password, and Click Next.
    Click image to enlarge
    Sign in with Google window; Shows location of the Password field.
  3. If your account has Multifactor Authentication enabled, Complete the prompt on your device.
    Click image to enlarge
    Sign in with Google window; Shows the prompt to authenticate from the 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.
    Click image to enlarge
    Sign in with Google window; Shows location of the Advanced button.
  5. Click Go to Comsense GMail API (Unsafe).
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    Sign in with Google window; Shows location of the Go to Comsense GMail API (unsafe) button.
  6. Click Continue.
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    Sign in with Google window; Shows location of the Continue button.
  7. The email will be sent, and a copy will be saved to your Sent folder.
  8. Close the browser window.
    Click image to enlarge
    Browser window; Shows close the browser window message.

 

Troubleshooting

The email client caches the authentication token received from Microsoft or Google so that you do not need to sign in everytime 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 window from the System Options Menu in Enterprise.
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    Enterprise window; Shows the location of the User menu item.
  2. Enter your Comsense Username into the User Code field, and Press the tab key.
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    User window; Shows the location of the User Code field.
  3. Click the Email tab.
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    User window; Shows the location of the Email tab.
  4. Remove your email address from the Email Username field.
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    User window; Shows the location of the Email Username field.
  5. Click Save.
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    User window; Shows the location of the Save button.
  6. Enter your email address into the Email Username field.
    Click image to enlarge
    User window; Shows the location of the Email Username field.
  7. Click Save and Close.
    Click image to enlarge
    User window; Shows the location of the User Code field.
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