Tip: Ask the recipient to check their Junk/Spam folder first.
Steps:
Check VA Message Archive:
Open VA Message Archive → Grid tab → scroll to the bottom for the newest emails.
If a message failed, note the error:
Mailbox unavailable / Relaying Denied: Contact IT.
Invalid email address:
PM Create & Send: Check recipient’s PM Firm Contacts record.
Notifier: Check for extra semicolons in the ‘To’ or ‘Cc’ fields.
Exceeded mailbox/server size: Reduce attachment size or split into multiple emails.
Distribution Audit (PM Create & Send):
If the email isn’t in VA Message Archive, it wasn’t created.
Open Distribution Audit from the record:
Info tab: Check if “Document emailed” is checked.
If not, go to Distribution tab and confirm the preferred method is Email.
Re-send the document after updating.
Preferred Method vs. Send Type:
If the first contact is “To” but set to Print, other CC contacts with Email won’t receive it.
Change contacts to Send Type: To and re-send.
Notifier-Specific Settings:
Notify By determines how users get notifications:
0 – Email: User receives an email.
1 – VP Message: User receives a message in VA Messages.
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