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Users who maintain a current copy of 3D Inspection System software may use an included 3D FTP Report Delivery System option to automatically upload final inspections to a site 3D Inspection Systems arranges to be hosted for delivery to clients. An appropriate private link to each report is automatically generated and emailed to your recipients when sending reports via email and using this option.

To use, your email server must allow you to send standard SMTP emails directly from your computer. If you can send emails directly from Outlook or Outlook Express, then you should be able to use this feature.

Your existing Internet connection must be active at the time you actually email Invoice Forms or inspections. 3D only uses standard SMTP compliant mail client settings. If your email service provider does not support or use standard SMTP compliant protocols, or you use a web based email client that prevents using SMTP outside of its domain, you may not be able to use this feature. This feature will not work with connections using SSL. Some web based email only allow SMTP emailing if your ISP itself allows authentication, which may or may not be allowed by your ISP for outside servers. If the settings you enter are not set up properly, are not standard SMTP, or your server does not support this feature, you may receive an “Error sending email: An error occurred in the protocol” or other error messages.

Step A: Set up your SMTP settings (if you have already been emailing from 3D successfully, skip to Step C)

In 3D Office Management, click Maintain > Company Information
Click the Emailing tab.
In the Emailing tab enter your SMTP connection settings. If you use Outlook Express, email account information can usually be found in Tools > Accounts, Properties, Servers tab. Or contact your email provider for the needed information. Be sure to enter all email settings to enable the feature.

SMTP server: Use your outgoing mail SMTP server setting. Usually in the format mail.yourdomain.com or smtp.yourdomain.com

Login Name: Leave blank if your SMTP server does not require authentication. If server requires authentication, enter Login/Account name here. In Outlook this information may be found in your Account properties Servers tab, Outgoing Mail Server, Settings IF “My server requires authentication” is used.

Password: Leave blank if your SMTP server does not require authentication. If server requires authentication, enter your Password. In Outlook this information may be found in your Account properties Servers tab, Outgoing Mail Server, Settings IF “My server requires authentication” is used.

Email User Name: Enter what should appear in the “From” area of your emails. You must enter something here. We suggest that you do not use your email address for this item, as some servers don't allow the email user name to be an actual email address, which can cause a “protocol” error. Use your actual name or company name instead.

Return Email Address: Enter the return email address for any replies to your emails. Your regular email client will receive the replies. Be sure to enter the email address in the proper format.

In Company Information, use Messages tab to enter generic messages for the email body when you email invoices or inspections. You might include information about obtaining the free Adobe Reader software, or how the client may save a copy of the PDF on their computer, since it will not remain on the host site indefinitately.
When done, click OK to save your settinngs.

Connect to the internet. You must have an active connection at any time you email or upload files from 3D. If needed, adjust your firewall settings to allow 3D Inspection Systems to connect to the internet.
Send a Test invoice or report to make sure it works. For example, add a new job to Office Management. Make sure a valid email address has been entered for your client, inspector, or other recipient attached to the job. For testing purposes, you may want to temporarily use your own email address. Click the Email button to email an invoice form.
If the email sends properly, then your SMTP settings are correctly set up. Otherwise, you may need to go back and verify your settings with your ISP or email provider.

Once SMTP emailing is working properly, in Office Management Maintain > Office Management Preferences, Emailing tab, enable “Use 3D FTP Report Delivery System”.
For the FTP Site and Path enter: ftp.inspectionstorage.com

OK to save your settinngs. You should now be able to upload inspections to our host site using the special 3D FTP Report Delivery option. An appropriate download link is automatically emailed to your clients.

Note: If you prefer to upload reports to your own website, you may turn off the 3D FTP Report Delivery and use your own FTP website instead. See Emailing and FTP help topic in Office Management for details.

Please watch our videos explaining SMTP and FTP setup and report delivery process:

Uploaded inspections will remain a minimum of three days for your client to download. Inspections on the server for longer than 3 days may be automatically removed at our discretion but may remain posted for 2-3 weeks depending on volume of all customer reports being uploaded and hosted. You must keep your version of 3D Inspection System current to continue to use this service.

3D Inspection Systems further disclaims all implied warranties including, without limitation, any implied warranties of merchantability or of fitness for a particular purpose. The entire risk arising out of the use or performance of this service remains with you. In no event shall 3D Inspection Systems, its authors, or anyone else involved in the creation, production, or delivery of your inspection information be liable for any damages whatsoever (including, without limitation, damages for loss of business profits, business interruption, loss of business information, or other pecuniary loss) arising out of the use of or inability to use the service, even if 3D Inspection Systems has been advised of the possibility of such damages.