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  • 1.  Best way to verify that electronic forms went out

    Posted 01-18-2017 07:08
    Best way to verify that electronic forms went out when you are using the customers internal email server? I know I can look in customer viewer -- and I think it shows the email address but that seems to be the only verification unless I'm missing something.


  • 2.  RE: Best way to verify that electronic forms went out

    Posted 01-18-2017 07:11
    Have them copy themselves on the email(s).


  • 3.  RE: Best way to verify that electronic forms went out

    Posted 01-18-2017 07:43
    I have at least a few clients who always add _their_ e-mail address in the Paperless e-mail setup.


  • 4.  RE: Best way to verify that electronic forms went out

    Posted 01-18-2017 07:46
    Until they include some type of log, I always recommend they add a paperless company address


  • 5.  RE: Best way to verify that electronic forms went out

    Posted 01-18-2017 08:56
    Ditto on Michelle and Brett's recommendations. Always have a BCC go to a dedicated email box on a mail server separate from the one used for sending messages. We have used gmail and live mail boxes for this in the past. This way you have a log of what was sent, you can confirm the attachment content, you can confirm the message was sent, and you can confirm it was received. If the customer reports that they did not get their copy you will know the issue on their end. This helps tremendously with diagnosing transmittal issues.