MyRepChat can send archive reports of your messages to an email address. Setting it up has two parts: connecting your email, then adding a schedule that tells MyRepChat when to send your archives.
How do I connect my email?
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In the left menu, select Settings, then Archives, then Connect to Archiver.
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Under Select an Archiver, select Email.
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Under Configure: Email, enter your email address in Email Address. To send archives to more than one address, separate them with a semicolon and a space, for example: name@yourfirm.com; compliance@yourfirm.com
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Leave Sender Address and Sender Name blank. Archive emails come from journal@mail.ionlake.com by default, and some email servers may reject a different sender as spoofing.
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Turn on the Archiving toggle.
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Select Save.
Once archiving is on, an Active label shows next to Configure: Email.
How do I set up my archiving schedule?
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In the left menu, select Settings, then Archives, then Archive Schedule.
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Under Select an Archiver, select Email.
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Select + Add Schedule.
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Enter the Frequency (in hours), such as 24 for once a day.
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Choose a Start hour.
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Choose a Layout, or keep Default HTML Archive Layout.
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Set State to Active.
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Optional: In Audit email, enter an address to receive a separate email with an audit of your archive.
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Select Save.
Good to know:
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Archiving only runs when you have an Active schedule.
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If there's been no activity, you won't receive an archive email.
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You can change the addresses in Email Address at any time.
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To confirm your archives are being sent, go to Settings > Archives > Archive Audit, and select a date. You'll see the number of messages, archives, audits, and failures for that day.
To see all the archive providers MyRepChat works with, see What options do I have for archiving?