Email form

Use an Email form when you need to send the document to an email destination. An Email form is used in conjunction with the Send to SMTP and Send to Exchange Route components.

An email form can be added by right-clicking any Group or Menu node, pointing to Add and then clicking Email form. An email form can also be added by clicking any Group or Menu, clicking the Add menu, pointing to Form, and then clicking Email Form.

Refer to the Basic Form Options to configure settings on the General, Fields, and Components tabs.

Option	Description
Do not show a From field. Use the device logged in user's email address	Select this check box to use the email address for the user that is logged into the device as the value for the "From" field.
Show CC Field	Select this check box to show the "CC" field in which the user can specify a secondary list of people that will receive the message.
Show BCC Field	Select this check box to show the "BCC" field in which the user can specify people that will receive the message secretly.
LDAP Server	Select this check box to allow the users to search an LDAP Server for addresses that can be added to the To, CC and BCC fields. A user may enter specific email addresses for To, CC and BCC on the device console. The user may also search for email address within the domain by pressing Search. The user may search for a specific name by selecting the Address button and entering that name and then selecting Search. Once an email address is selected, the email address is appended to the entries for To, CC or BCC.
Search Root	Enter the distinguished name for the node where the search should start. No value is required if Windows authentication is used. Any value entered must begin with "LDAP://". For more information to Search Root Patterns.
Authentication	Specifies credentials for the email server. Type — The type of authentication for accessing the email server. Anonymous Windows SSL Simple Username — An authorized user name on the email server. Password — The password associated with the user name.
Name Attribute	Enter the name of the LDAP attribute that represents the display name of the user. In an Active Directory environment this attribute is typically "cn" or "displayName". When a value is found the display text for the item is retrieved from this attribute.
Email Attribute	Enter the name of the LDAP attribute that contains the email address. In an Active Directory environment this attribute is typically "mail". When a value is used the email address that is passed to the server is retrieved from this attribute, a valid value for a Windows environment LDAP would be "mail". (LDAP attribute names can vary depending on the LDAP implementation and configuration). If the LDAP server is an Active Directory server, then NTLM authentication will be used.
Test Search Pattern	To test search settings, enter a search term in this box, then click Test. You can use the * wildcard character in the search pattern. Examples of search patterns: Empty — Returns all available entries. abc — Returns entries which start with "abc". xyz — Returns entries which end with "xyz" klm* — Returns entries which have "klm" anywhere in the content.

Search root patterns

Authentication/Use Case	Search Root Patterns	Result
Windows/Used when AutoStore server belongs to the Active Directory domain.	Empty Username and Password are left empty.	Credentials of the user under which AutoStore server is running are used. Search through all containers in Active Directory to which AutoStore Server belongs.
Windows/Used when AutoStore server belongs to the Active Directory domain.	`LDAP://distinguished_name_of_container` Example: LDAP://OU=Dept,DC=md,DC=kofax,DC=com Username and Password are left empty.	Credentials of the user under which AutoStore server is running are used. Search within a specified container and its child container
Simple,SSL or Anonymous/Used when either AutoStore server is not a part of the domain or it is necessary to conduct search on non-active directory server.	`LDAP://server_name:port` Example: LDAP://abcweb.md.kofax.com:389 Username and Password are required when Simple/SSL type is used	Search through the entire LDAP tree on the specified server.
Simple,SSL or Anonymous/Used when either AutoStore server is not a part of the domain or it is necessary to conduct search on non-active directory server.	`LDAP://server_name:port/distinguished_name_of_container` Example: LDAP://abcweb.md.kofax.com:389/OU=Dept,DC=md,DC=kofax,DC=com	Search within a specified container and child container on the specified server.

Possible LDAP Ports:

- Standard LDAP: 389
- Active Directory Global Catalog: 3268
- LDAP over SSL: 636
- Active Directory Global Catalog over SSL: 3269