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Using Email to Send Data Files in Remark Classic OMR and Remark Office OMR
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If you have not configured your email settings yet, please see the Knowledgebase article "Configuring Email in Remark Classic OMR and Remark Office OMR".  It is during this process of configuring email that you will set whether you use Microsoft Outlook or an SMTP server.

To email data files using Microsoft Outlook:

1. After processing forms, saving data or opening a data file, select the File menu, click Email
Note: You can also send an email by clicking the Data tab in the Task Pane on the left side of the Data Viewer screen and selecting Email Data.  However, this option will automatically send the data as a ZIP attachment. If you do this, skip step 2.

2. Choose Data as Attachment to attach the native file to an outgoing email message. Choose Data as ZIP Attachment to first zip the native data file (compress it into a .zip file) and then attach it to an outgoing email.
Note: Your organization, or the recipient's organization, may have restrictions on the types of files that can be sent via email. If the file is restricted and you do not zip it, the email may never reach the intended recipient. If you are unsure whether the selected file type is restricted, use the ZIP option. The recipient must have a Zip program to unzip the file and view it.

3. The Email Data window appears.

4. Choose the File name, file format using Save as type and, if using a database format, the Table or Sheet name. You do not need to specify a location for the file, as it is automatically attached to an email message.

5. Click the OK button.

6. Outlook automatically opens a new email message with your file attached. You may now enter recipients and a message and send your file. Note if you chose to zip the file, it appears with a .zip extension.

 
To email data files using your SMTP server:

1. After processing forms, saving data or opening a data file, select the File menu, click Email
Note: You can also send an email by clicking the Data tab in the Task Pane on the left side of the Data Viewer screen and selecting Email Data.  However, this option will automatically send the data as a ZIP attachment. If you do this, skip step 2.

2. Choose Data as Attachment to attach the native file to an outgoing email message. Choose Data as ZIP Attachment to first zip the native data file (compress it into a .zip file) and then attach it to an outgoing email.
Note: Your organization, or the recipient's organization, may have restrictions on the types of files that can be sent via email. If the file is restricted and you do not zip it, the email may never reach the intended recipient. If you are unsure whether the selected file type is restricted, use the ZIP option. The recipient must have a Zip program to unzip the file and view it.

3.
The Email Data window appears.

4. Choose the File name, file format using Save as type and if using a database format, the Table or Sheet name. You do not need to specify a location for the file, as it is automatically attached to an email message.

5. Click the OK button.

6. The Email Message window appears.

7. Enter the recipient's email address in the To box. Separate multiple recipients with a semi colon (;).

8. Enter your return email address in the From box.

9. Accept the default subject, which is the file name, or enter a new one in the Subject box.

10. In the rich text box, type your message to the recipient(s). You may use the toolbar to format your message as desired.

11. If you have already configured your SMTP settings in Remark Classic OMR or Remark Office OMR, you do not need to click the SMTP Settings tab. However, if you have not entered your SMTP settings or need to modify them, click the SMTP Settings tab to enter the SMTP server information. You will need to obtain this information from your network/email administrator.

12. Click Send when you are ready to send your message.

13. Your email message is automatically sent. If delivery problems occur, they are routed to the address listed in the From box of the email message. This may depend on how your SMTP server is configured to handle message failures.

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