Adding an E-mail Server as an Account Resource

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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.

 

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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 Email 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 Email Address that will be shown if the recipient chooses to reply to the e-mail message.
7.Click Apply Changes.

  E-mail Server Dialog

 
8.After creating the new e-mail server resource, click the Test button to verify the set-up.

Note: After establishing the new e-mail server resource, you may set it as the default for this account by clicking the Make Default button. 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.

    Test and Make Default Buttons

Updated: 06/12/2011  Page url: http://www.perfectforms.com/Documentation/manual/html/?fg_adding_an_email_server_account.htm
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