Email Configuration
For a general overview of sending emails in Agiloft, see the Working with Email topic. This topic addresses how to configure the email server, email processing, and automated emails.
When setting up email integration, the order is important. When you set up outbound email, you want to have inbound accounts set up already so you can use them as the return "From" address in the outgoing emails.
The recommended setup order is:
- Set up the SMTP server and send a test email.
- Set up inbound email accounts for each table in which records are to be created or updated by email.
- Set up outbound email behavior for each table that will be sending email notifications.
- Configure group permissions to allow groups to send emails.
- Check group permissions on the Communications Table to ensure that groups which need to view emails can do so.
- Customize default views on the Communications Table if desired.