Email Integration

Note: Prior to use, optionally you can set the following system settings to "True:" "Require Attachment Type on Claim Email," and "Require Attachment Type on Policy Email." Both of these are located in the Attachment folder in System Settings.

Email Integration will let users start an Email from within the Employee Web, where an Email Address exists. The Email and the replies are stored in the Diamond Attachment area. This process allows the E-Mailing of agents, policyholders and claimants from within Diamond versus users having to access their company Email System to send and receive Emails, the manually add them to Diamond Attachments.

Step 1: Company Configuration / System Email

Email Server List: Add an Email Server List (e.g., https://al-exch.Insuresoft.com/EWS/Excahnge.asmx).
System Email Configuration List: Add your System Email to the configuration list (e.g., Automatic Email Attachment. )

System Email Type: Automatic Email Attachment.
Email Server: Select your server (https://al-exch.Insuresoft.com/EWS/Excahnge.asmx) form the combo box.
Description: System Email
Use Dynamic to Address: Select, placing a check mark in the field.
Body of the Message is HTML: Select, placing a check mark in the field.
Active: The field defaults with a check mark. This means your Email Server / System Email Configuration is in use.
Message Priority: Select from the combo box a priority for the Email: High, Normal or Low.
Subject: The entry made here is displayed in the Subject line in the email. If blank, then the default Subject will display. Please Note: This will be different depending on the System Email Type used.
Bottom Message: For future use.
Email Addresses: Choose "From" as the type of Email address.
Address: Click in the Address field. Enter the name of the Email address of the user from whom the email will be sent (e.g., daimondnotificaton@insuresoft.com).
Save

Step 2: Company Configuration / Scheduler Runner / Job Setup & Job Execution Scheduler

Here, you need to set up a job in Scheduler Runner to add a job that runs every "X" minutes to add outgoing and incoming Emails to Diamond Attachments. From Add New Job:

Job Setup

Description: Add the description (e.g., Email Job).
End of Day / Configuration: Select Email Job the Save.

Job Execution Scheduler

Schedule Name: Enter Email Job.
Job: Select Email Job from the combo box.
Run Own Schedule: Select placing a check mark in the field.
Run Time / Start Date: Add a time at which you want to start the job as well as a date you want to start the job on.
Run Interval: Choose Every Minute and enter 10 (or a different number if desired). Please Note: The minimum number of minutes entered can only be 5.

You can leave all of the other fields blank. Save your schedule.

Step 3: End of Day Processing / Process Email Attachments

You will need to add the Process Email Attachment Process to your End of Day Configuration. This is the EOD process that is called by the Scheduler Runner Job.

Step 4: Policy Processing / Claims

If Email Addresses have been set up for the policyholder, agent, producer or claimant, links will display for their Email Addresses. Click on the appropriate link:

A template is shown that will let you send an Email from within Diamond.
This Email can be sent as high priority, can have an Attachment Type set and also include Attachments.

Other Option

If an Email cannot be matched up to a claim or policy (due to the user removing the key from the Email), it can be accessed in File Manager and manually attached to the policy or claim. You will need to add File Manager to your Employee Web Menu Configuration (under Imaging).