| # Digital / Mail / FTP Setup [cApex/Fopro/CoMMEX ] |
| Step 1:
Purchase a
Registered paid E-mail* account & Digital Signature Certificate*. * for sending digitally signed mail. |
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| Step 2: Configure your Outlook Express (Optional) on your Paid E-Mail account to send Digital Contract Notes. Do this step only if the client wants to send the mails thru Outlook otherwise they can send mails directly. | |
| Step 3: Logon to www.shilpi.cc. Click on ‘Download’ and Download file DLLSETUP.EXE in program folder. Run DLLSETUP.EXE & give destination folder path of your program folder, it will register all the required dll files in the registry. | |
| Step 4:
Go to
Master >>
Client Master. Enter the Client Code of the Client you want to
send Digital Contract Note. Enter their E-mail Id and change following
parameters: a. Move to folder = Y b. Contract Type = Digital c. In the parameters/tags Box, Set Contract generate enable y/n = y d. Save the information. Update the record of all the clients you want to send ‘Digital Contract Notes’. |
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| Step 5: Login
in package. Go to Master and Click on SMTP Details (Digital Signatures)
enter the asked information.
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| Step 6:
a. Select the mail gateway : DIRECT >>
To send the
mail directly to the sender. b. Enter the following details For Example :- SMTP host name
:: smtp.ncr.airtelbroandband.in // smtp details c. These Options are also mandatory For Example :- Your Company
Official Mail Id : test.airtelbroandband.in // mail id on
which bounced mail returns |
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| Step 7:
To Import the
Digital Signature Certificate. Go to Master Menu, ‘DIGITAL\MAIL\FTP Setup’. Click on Cert Imp Button This Window will be shown, Browse for the File name for the Digital Certificate and Enter the password and Click on ‘Import’ Button. |
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| Step 8:
Now Click On
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Step 9: For transferring the
files on FTP server Save the SMTP/ FTP details . |
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| Step 10:
Go to Daily menu, Click Contract Note [HTML]. Click on HTML Details.
Enter the name of the concerned person and address of the corporate
Office.
For cApex Users:-
For foPRO Users:-
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Tick "Sign Document" for Digital
Signed Contract Notes, tick "Send Mail" for sending Digital Signed
Contract Notes, "Send File on FTP Server" will transfer Digital Singed
Contract Notes to FTP. "Generate HTML" will start sending Contract Notes at end of process msg will display "HTML Contract Note Successfully Created/Sended" # If Sign Document option is disabled, contact Shilpi Customer Support |
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| Step 11:
To see whether
the Contract Note has been sent or not, Click on the log button in Master ‘DIGITAL/MAIL/FTP
Setup’ or you can also see
from the option Utilities >> Digital Signed Log. Enter Date of the
contract notes generated and Click on View, here you will find the
sending information of digital contact notes.
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