> For the complete documentation index, see [llms.txt](https://clearquote-van-fleets.gitbook.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://clearquote-van-fleets.gitbook.io/docs/admin-functionality/auto-emailer-configuration.md). # Auto Emailer Configuration {% embed url="" %} Auto Emailer is a self-service feature that lets you configure and manage email notifications and scheduled reports entirely on your own — no dependency on our team, no waiting, no lead time. You decide what gets sent, to whom, and when. ## Getting Started: * Go to the home page and click the **email icon**. * You will be redirected to the **Auto Emailer page**.
### Creating a New Email Configuration: * On the Auto Emailer page, select Instant or Scheduled from the left panel. * Click + New Email Config in the top-right corner. * A pop-up will appear — choose the email type based on your requirement.
## Instant Emailer: Use Instant Emailer to receive real-time notifications triggered by specific inspection events. Select **Instant** and click **Next** to proceed.
**a. Emailer Type** * Inspection Complete * Estimate Ready * New Damage Found * Compliance Checklist Alerts * Inspection Submitted
**b. Recipient List** * Enter the recipient email address. * Click the **+ icon** to add the email.
* Repeat to add multiple recipients. #### **Saving the Configuration:** After adding all required recipients, click **Save Record** to complete the setup.
#### **Filtering by Emailer Type:** Use the **Emailer Type** dropdown on the right side to view and verify the specific emailer types configured for recipients.
## Scheduled Emailer Use **Scheduled Emailer** to automatically receive reports on a recurring basis. Select **Scheduled** and click **Next** to proceed.
#### Report Type: You can choose from the following options: * New Damage Report * Inspections Report * Inspected Vehicles Report * Bi-weekly Reminder Report * Vehicle's Last Inspected Report * Bi-weekly Inspections Report * Active Damage Report
#### Frequency: * Choose the **schedule type** (Daily, Weekly, or monthly). * Set the preferred **time** based on your requirement.
#### Recipient List: * Enter each **email** address individually * Click the '+' icon to add * Repeat to add multiple recipients
Once all the details are configured, click **Add Entry** to save the report settings.
### How to Download Reports Instantly? You can download any report on demand without waiting for the next scheduled send * Go to the **Scheduled Emailer** section. * Near the **Search Recipient** field, click the **CSV Download Report** icon.
* In the pop-up, select the **Report Type** from the dropdown.
* Select the **time range** and click '**Set**' to confirm.
* Click **Download**. The report will be saved to your system immediately.
### Downloading a report on the homepage: The Download Report is now accessible from the **Home page** in addition to the Emailer section, allowing you to pull any report instantly without navigating away from the Home page.
In the pop-up, select the **Report Type** from the dropdown.
Select the **time range** and click '**Set**' to confirm.
Click **Download**. The report will be saved to your system immediately. The report will be downloaded instantly to your system.
#### Filtering Emailer report: In the **Frequency dropdown** on the right side, you can view the email report setups for daily, weekly, and monthly schedules. \ Note:- The scheduled reports are delivered in the UK time zone. Use this filter to narrow down and verify specific emailer configurations.