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  • Wiki
  • +Licensing & Installation
  • -TBM 6
    • +Release Notes
    • +Basic Information
    • Quick Start
    • +Database engine
    • +Software configuration
    • +List views and data entry forms: usage and customization
    • Dashboards
    • +Reference data
    • +Documents
    • +Security system
    • -Service functions
      • +Importing analysis data from CAT tools
      • -Mail sender
        • Composing messages
        • Gmail
      • File manager
      • +Notifications
      • Audit trail
      • Custom fields
      • Favorites
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      • Multitenancy
      • Scheduler
      • Workload planner
      • Vendor busyness planner
      • Database structure
      • Document custom marks
      • Replacing references and deleting duplicates
    • +Data export and import
    • +Reports and analytics
    • +Invoice templates and custom reports
    • API
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    • +Portal for Vendors
    • +Integrations in Business Manager
    • +CV
  • +Trados Business Manager Connector plugin
  • +Trados Business Manager plugin
  • +FAQ
  • TBM 5 documentation
  • Download links for older versions

Mail sender

Trados Business Manager allows to sent e-mails right from with the program. Mail sender supports messages templates, which allows to compose messages much faster.

This feature is used in many cases, for example::

  • to send generated invoices to your clients
  • to send payment reminders to your clients
  • to send job offers or confirmations to vendors
  • to deliver projects to clients
  • etc.

To be able to send e-mails, it is needed to setup mailbox properties. You may use a many mailboxes as needed, while one e-mail account can be selected as default.

  1. Go to Reference data > E-mail accounts.
  2. Create new account by clicking New.
  3. Fill-in the opened form with your e-mail settings.
    Here you provide sender name (what recipient will see in the From field), e-mail address, login (which is usually the same as e-mail address, password, SMTP server and port).
  4. Optionally, mark Require SSL check-box.
  5. Optionally, click Test connection button - application will try to connect to a provided SMTP server with your user name and password, and will display results of connection attempt for you.

You may get detailed information about these settings from your e-mail provider. Also, e-mail account editing form contains a hint with default settings for the most famous providers.

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