Using the Step Editor to send eMail Messages

The following sequence is the typical sequence used to create and send an e-mail message:

1. Obtain the client’s e-mail address by using, for example, the Name To User step or a database lookup.

   If the address is a numeric address, you can obtain it through dual tone multifrequency (DTMF) input. See the Name To User Step for more information.

2. Use the Create eMail step to create the e-mail message.

3. Use the Attach to eMail step to attach any required or requested documents to the e-mail message.

   You can create a menu of documents that a client can use to attach selected documents to an e-mail. If the documents are stored in a database, first use the Database steps to retrieve the documents.

4. Use the Send eMail step to send the e-mail.

   If you are sending a document to a fax machine, you must send it to a service provider that can convert the attachment to a format that fax machines can handle.

   Unless you specify otherwise, the e-mail server sends the e-mail message from the account defined in the eMail Subsystem Configuration window of the Cisco Unified CCX  Administration web interface. You can use the Send eMail step to customize the outgoing e-mail account.

   If you set the sending e-mail account to require acknowledgments, you can check the e-mail account to determine whether the e-mail message was successfully sent and received.