Adding an Account Resource > E-mail Server

Previous  Home topic  Next  Print this topic Send Feedback

E-mail Servers are resources that allow you to control the e-mail server from which PerfectForms™ sends its e-mail messages. Adding e-mail servers as resources at the account level allows you to override the overall system e-mail server and use a custom server to send form notifications and system e-mails (such as sending a password link, sending an API key and sign-up messages).

 


Note:  You must have been granted Account permissions in order to create account resources.


Tutorials

1.Go to the Settings dashboard. Click the New button and choose Email Server.
2.On the Email Server details screen, enter a Name for the server under the General section.
3.Under the Server section, enter the SMTP address in the Name field. The only Type currently supported is SMTP.
4.If the server requires secure authentication, check the Requires SSL box then enter the applicable e-mail username and password below.
5.In the User area, enter the Display Name and address that will be shown to the e-mail recipient on the incoming e-mail.
6.In the Reply to area, enter the Display Name and address that will be shown if the recipient choose to reply to the e-mail message.
7.Click Apply Changes.

v116 emailserver

8.After creating the new e-mail server resource, click the Test button to verify the set-up. You may specify a default e-mail server for this account by clicking Make Default. This default selection is the e-mail address by which system e-mails and notifications by e-mail will be sent unless otherwise overridden in the Notify behavior. If you do not specify an account-level default e-mail server, the system e-mail server will be used.
9.See Notify Command - Email Tab for more information on overriding e-mail server defaults at the behavior level.

 

Updated: 4/25/2010  Page url: http://www.perfectforms.com/Documentation/manual/html/?fg_adding_an_email_server_account.htm
PerfectForms™ -- forms software, workflow software, and business process management