SyteLine Doc-Trak: Setting Up Hold Email in Drafts Folder

This lesson was recorded in Doc-Trak 2018 and is included in the Doc-Trak 2023 course because the functionality has not changed. The interface may look different from your version. Set up the Hold Email in Drafts Folder option, which routes a Doc-Trak report to a reviewer's Outlook drafts folder instead of the addressee. Steps cover Exchange impersonation, installing Microsoft Exchange Web Services Managed API and copying its install path, loading the DLL and Exchange version into Doc-Trak polling, choosing the email option on Doc-Trak parameters, and checking the box on an order verification output profile. In this lesson: 0:00 What hold email does 0:52 Exchange and impersonation prerequisites 1:14 Installing the Managed API 2:18 Loading Exchange web services in polling 3:18 The Exchange version tab 4:02 Email options on Doc-Trak parameters 5:37 The form output profile 6:38 Running the order verification 7:33 The draft email and attachment Learn more: lakeco.com | orders@lakeco.com