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Members of the ssAdmin group may use the System Management interface to manage database outbound SMTP email outbound server configurations, stamp annotations, and for product registration and licensing.

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Set Email Notifications

Email notifications are used to alert a user that an update has been made to an Archive and Workflow. To receive email notifications, users must be either Windows Active Directory (AD) users with email addresses attached to their usernames in the domain or Square 9 Users with email address attached.

Create Email Entries

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Modify SMTP Server Settings

1. To edit an SMTP configuration, in the Email Notification Settings bar, modify the information in the Server, Port, Username, and/or Password text boxes.
2. Click Save.

Delete SMTP Server Settings

1. To delete an SMTP configuration, in the Email Notification Settings bar, delete the information in the Server, Port, Username, and/or Password text boxes.
2. Click Save.

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• The configured SMTP server is database specific, affecting only the selected database.
• There are numerous security options available to secure SMTP mail gateways that may impact the ability of GlobalSearch to send email notifications. GlobalSearch will echo to the Windows Application Event Log any errors that occur when attempting to send mail.
• SSL (Secure Socket Layer) and TLS (Transport Layer Security) are not supported.

Manage Stamps[MN1]  in the Web Client[MN2] 

Individual users can create custom stamps for themselves in the desktop client. Administrators can create stamps globally for all users in the desktop and the web client. The process to create, edit or delete custom stamps is identical whether acting as a local user or as an administrator.

Create Custom Stamps

1. To create a Stamp available for all users, in the Administration menu, select Administration.
2. In the vertical Administration menu, select System.
3. Click the Database toolbar and select a database from the drop-down list.
4. Click the Expand (down arrow) icon on the Manage Stamps bar.
5. Click Add Stamp.
6. Enter the text for the Stamp in the New Item text box.
7. Optionally, insert variable data into the Stamp text using S9 Notation. Select from the following:

• @Today – Current date.
• @User – Current user’s username, without any server or domain qualification.

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Modify Stamps

• To modify a Stamp, in the Manage Stamps bar in the Administration Screen, select a Stamp, then modify the text for the Stamp.

Delete Stamps

• To delete a Stamp from GlobalSearch, in Manage Stamps on the Administration Screen, click the Delete (minus sign) button next to the selected Stamp.

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Behind the Scenes: You can add annotations to any file format, but if you send out an email with annotations, the file will be convert to the PDF file format. Annotations are actually saved in an SSA file in the document’s Archive location, with the same name as the stored document.

Manage Registration in the Web Client

As a member of the SSAdmin group, you can upgrade your GlobalSearch with optional modules or upgrade your demonstration version to a current-licensed version of GlobalSearch using the Customer Serial Number sent to you from Square 9 Fulfillment.

Set Email Notifications

1. To configure registration settings, in the Administration menu, select Administration.
2. In the vertical Administration menu, select System.
3. Click the Expand (down arrow) icon on the Registration bar.

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1. To register online, enter the required registration serial number in the Serial Number text box.
2. If you did not have an internet connection to perform the web registration or if requested by Support, click Manual Registration and enter the number provided by Square 9.
3. To see a list of the Square 9 features enabled by your license, click Features.
4. Click the Close Features (X) icon to hide the Features list.
5. Click View License Agreement to go to the End User License Agreement (EULA) page on the square-9.com website to review the license agreement.
6. Click Activate.

For more details on registering your Square 9 software, please contact info@square-9.com or call 203-789-0889. Please have your Customer Serial Number and Unique Identifier Number available. Continuing without Registration will allow only limited functionality in the use of this product.

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