Email criteria option unexpectedly inactive or grayed out for Event Manager document event

Email criteria option unexpectedly inactive or grayed out for Event Manager document event

When you open the criteria screen of a Fusion Servicing Director Event Manager document event, such as a report or letter event, the option to email the document is grayed out, while the options for the printer and file location are enabled.

Workaround:

  • The email criteria for a report is optional.  The System Administration Setup for Company Email Options must have "Allow Emailing of Reports From Event Manager" enabled. Report events are specifically document events that include the word "Report" or abbreviation RPT in the event title, and they are in an Event Manager available events category that is named Reports. These reports settings make report events different from letter events.
  • The email criteria for a letter is always disabled.  Any letter event will have the word "Letter" or abbreviation LTR in the event title, and they are in an Event Manager events category that is named Letters.  Letter events are not meant to be emailed from Event Manager, but they can be emailed from the Send Letters screen of other Servicing Director applications. Note, for a letter to be able to emailed from the Send Letters screen, the System Administration Setup for Company Email Options must have "Allow Emailing Letters From Send Letters Screen" enabled.

ArticleNumber:

000062106