ArtfulBits Email Web Partfor Microsoft® SharePoint®

User GuideOverview .................................................................................................................................................................... 2
Feature List ............................................................................................................................................................. 3
Why ArtfulBits Email Web Part? .............................................................................................................................. 3
How to Use ................................................................................................................................................................. 4
How to Use Email Web Part .................................................................................................................................... 4
Enabling to Send E-mail directly from List Item ........................................................................................................ 7
Release Notes ............................................................................................................................................................. 9
See Also .................................................................................................................................................................... 10Remarks.................................................................................................................................................................... 11

Overview
ArtfulBits Email Web Part allows sending e-mail messages directly from SharePoint site. You can notify task assignedusers, send gratitude or just send regular e-mail message, etc.

ArtfulBits E-mail Web Part provides useful ability to send e-mail directly from List Item. E-mail fields To, Subject andbody can be auto populated with column item values.

Feature List
FeatureSharePoint
2007

SharePoint2010

Send e-mail directly from SharePoint site
Add actions to send e-mail directly from List Item
Auto-populated To, Subject and body with item column values
Supports Active Directory users, SharePoint users, SharePoint groups, Distribution
Lists as e-mail recipients
Supports direct e-mail addresses
Supports e-mail templates
Permissions management (restrict users to send e-mails)
User friendly UI (Outlook like pickers for To, Cc, Bcc e-mail boxes, html messageeditor)
Customizable e-mail from field
Language pack support (desired localization could be added by request)

Why ArtfulBits Email Web Part?
ArtfulBits Email Web Part is a simple to use and powerful tool that provides e-mail sending functionality directlyfrom SharePoint web site. Web Part is fully customizable providing ability to configure it to your personal needs.

How to Use
How to Use Email Web Part
ArtfulBits Email Web Part has intuitive user-friendly interface. Create new mail message by clicking email web part
image:

Specify necessary fields: choose recipients (To, Cc, Bcc) using users’ picker (some fields can be disabled by siteadministrator), type e-mail subject and e-mail message body (html or simple text):

Click "Send" button. Following view will appear after successful e-mail sending:To send e-mail, make sure that outgoing e-mail settings are configured correctly for the server (open SharePoint
Central Administration  Operations  Outgoing E-Mail Settings and check SMTP mail server).
ArtfulBits Email Web Part settings view:

Following settings are available:E-mail Permissions: specifies e-mail recipients’ audience.
Possible options:o Users (SharePoint and Active Directory users)o SharePoint Groupso Distribution Listo External Users (direct e-mail addresses are available)
You can also set permission for users, which can send e-mail (all or specified users and SharePoint Groups).
If a user does not have permission to send, following image will be shown:

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E-mail To, E-mail Cc and E-mail Bcc: you can show/hide boxes, set default values for them andenable/disable editing for users
E-mail From allows specifying e-mail from address (e-mail address or some text)
E-mail Subject specifies default value for e-mail subject
E-mail Body allows specifying e-mail message template. Rich Text Editor can be used to enter formatted text
and graphics or Source Editor to type HTML source code
Default View provides default view for Web Part (when page is opened). Possible options:o E-mail Web Part Imageo New E-mail Form

Enabling to Send E-mail directly from List ItemTo enable sending e-mail from custom List Item, navigate to List Settings page and select "E-mail settings" action
under Communications tab:

In List E-mail Settings page select Yes under Enable e-mail features for this list. You can also specify to show or not"Send E-mail" action on Item Display Form and in Edit Item Menu in list view.

To auto populate e-mail To address check appropriate checkboxes against column names in Send To section, thus Email addresses of SharePoint Users and users from SharePoint Groups based on data from these checked columns
will be put automatically in e-mail To box. You can also specify other Users, Groups, Active Directory Groups,Distribution Lists or custom e-mail addresses, that will be auto populated to e-mail To address box. Cc and Bcc boxes
add ability to specify e-mail addresses similar to the above. Allow checkbox specifies whether user can edit certain email box before sending e-mail.

E-mail Content section contains tools to customize e-mail Subject and e-mail body. You can use [Column Name]
template to auto populate e-mail content with column item values. E-mail From allows to specify e-mail fromaddress.

Release NotesVersionv1.3(June 01, 2011)

Notes
Improvements:
 Added support for new licensing model (ArtfulBits License Manager v1.4)

v1.2(February 10, 2011)

Improvements:
 Added links to Attachments list item
 Added links to documents from Document Libraryv1.11(December 1, 2010)

Bugs Fixed: Fixed template value expansion in e-mail Subject

v1.1(November 2, 2010)

New Features: Added ability to send e-mail from List Item Auto populated e-mail To, Subject and body with column item values
Improvements:
 Improved e-mail look and feelv1.0(July 14, 2010)

Initial ReleaseSee Also
Cascaded Lookup Column
Cascaded Lookup Column allows building relationship between parent and child columns,
the data selected in one field will determine the options presented in another.
Category Column
Category Column allows tracking, organizing and grouping list items. Outlook 2007
approach for elements categorization, easy indicator color changing and using of advanced
tooltip, provide a high professional component style.
Column Data Adapter
Column Data Adapter is an extension component providing ability to use ArtfulBitsColumns in Microsoft Access forms, reports and Microsoft Excel.
Column Permissions
Column Permissions allows you to manage access to list content on column level.
Permissions can be assigned for individual users and for SharePoint groups as well and are
effective in forms and list views, as well as in the SharePoint Alerts, RSS, Datasheet andeven during exporting to Excel and opening with Access.
Cross-Site Lookup Column
Use Cross-Site Lookup Column for getting data from any site within site collection.
Component includes a powerful function of searching over lookup list. This function
provides substring matching in selected column which is very useful for large lists (over 50100 items).
Discussion Column
Need to organize well formatted conversation in the list item without enabling list
versioning? Discussion Column is the right choice. Component allows entering rich text
with formatting, images, tables, hyperlinks and other features.
Follow-Up Column
Follow-Up Column enables due date flags similar to Outlook follow-up functionality.
Applying of flags to the list item allows adding of visual reminder in a natural way.
Image Upload Column
Quick and simple way of uploading pictures. Image Upload Column provides with ability toselect a picture using file browsing dialog, upload and display it in the list view.
KPI Column
KPI (Key Performance Indicator) Column is simple graphical scorecards that can be used toevaluate business data against business goals. With this column you reduce risk tooverlook information about the status of value.
Link to Document Column
Link to Document Column allows referencing files and folders placed at Document Libraryand provides easy and intuitive way to download files directly from column. Use thiscolumn to provide a browsing interface that allows users to browse to an object to link toinstead of typing a URL.

Parent Selector Column
Parent Selector Column is used for organizing hierarchical relations in SharePoint list.
Picker dialog allows choosing data from large lists. Standard Lookup column can be easily
converted to Parent Selector column and vice versa.
Professional Calendar Web Part
Professional Calendar Web Part provides following key benefits: it allows combining eventsfrom different SharePoint Lists, from any SharePoint Site, in one Calendar view; allows
specifying different color sets for different event sources; supports on-the-fly AJAXenabled editing features in Outlook like style; and other enhanced functionalities.
Progress Column
Progress Column provides users with the ability to make SharePoint lists more visualized
by displaying numerical data on the page sing percentage-based progress bar. Professional
progress bar style will make your SharePoint list really modern and stylish.
VideoVideo Column and Video Web Part are powerful controls made for uploading, managing,linking and playing video files. These controls support variety of video files that can beuploaded from computer, or linked from SharePoint library or streamed from direct URL.

Remarks
Information in this document may be outdated. Please, visit www.artfulbits.com for the latest product version.