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Email Configuration

In most cases, you'll want to configure Agiloft to send automated outbound emails, such as notifications, reminders, or scheduled reports. With outbound email enabled, you can also allow users to manually send emails about records, without leaving Agiloft. You can also configure inbound email for use in your system, to automate record creation, updates, or other tasks.

To use email with Agiloft, you need to integrate your existing email service with the system. The articles in this section guide you through the initial setup and help you extend and maintain your email configuration.

  • Required Email Setup: Required setup steps to connect Agiloft to your email service. The required setup must be completed to use email with Agiloft in any capacity.
  • Recommended Email Setup: Email configuration options we recommend you review after the initial setup to ensure secure, seamless, and efficient use of email features.
  • Optional Email Setup: Optional email configurations that are rarely enabled or changed but may be customized if needed. 
  • Email Troubleshooting: Help with troubleshooting email issues.

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