Task Name: Give the task a name
To, CC & BCC:
MAPI (Outlook) address book (Only available if you are using MAPI): Select one or more email addresses or groups.
MARS Address Book: Select one or more email addresses or groups.
Database Source: Build a SQL query to pick the email address or addresses from a database.
Text File: Store your email addresses as a standard mailing list in a text file (Format: no delimiters, each email address on a new line)
Or simply type in the email address
Subject: Enter a subject. Or right-click and select "Insert" to insert constants, database values and defaults. For more information on the Insert function, click here.
Attach: Click to select an attachment. Or right-click and select "Insert" to insert constants, database values and defaults. For more information on the Insert function, click here.
Body: Type in your email. Or right-click and select "Insert" to insert constants, database values and email defaults. For more information on the Insert function, click here.
You can also enhance your email by adding highlights, pictures, or your own HTML code. click to modify the body style. Click on the icon to print the email you have composed.
Insert: To insert a constant, database value or email default, place the cursor where you want the value to be and click . For more information on the Insert function, click here.
Mail Format: Choose from HTML or Text. When using html, you can enter html tags e.g.
<p>pick up the report from
When using text, links will be interpreted as links by the recipient's email address ONLY if they do not contain spaces. for example:
\\servername\foldername\folder\filename.zip - will be interpreted as a link
\\servername\foldername\folder\file name with spaces - will be malformed, with the link cutting off before the first space. In this instance, use html format and tags to ensure the complete link is interpreted correctly.
Open Web Address
Use this task to open a web page. If you are not sure the full address, click the browse button. This will start your web browser. Navigate to the page you wish. Exit your browser and the page name will populate the field automatically.
FTP - Upload File(s)
Use the button to add files you would like to upload.
Use the Advanced view to use wildcards.
Enter your FTP Credentials.
FTP Directory: Click the browse button to connect to the server, navigate to the folder you wish to upload the files to.
FTP - Download File
This task can be used to download files via FTP. Enter your FTP credentials.
FTP Path: Click the browse button to select the FTP path.
Selected File: Select a file or folder or use wildcards to select the files to download.
Download to this folder: Specify which folder the files should be downloaded to.
FTP - Delete FTP File
You can use this task to delete a file on an FTP server.
FTP - Create Directory
Use this task to create a folder on an FTP server.
Base FTP Directory: Leave this empty to select the root directory.
New Directory Name: Specify the name of the directory to create.
FTP - Delete Directory
You can use this task to delete a directory on an FTP server.
Enter your FTP credentials.
Delete this Directory: Click the browse button to select a directory to delete.