Recommended Email Setup
Two important aspects of email integration are group permissions and the use of email templates. Group permissions control which users are allowed to send emails, view messages stored in the system, and create, change, or delete email templates. Setting up templates is essential for enabling automation, such as notification actions that automatically email users when a contract needs their approval or a deadline is approaching. The articles in this section help you manage email permissions and email templates.
If you haven't completed the setup required to use email with Agiloft, see Required Email Setup before configuring permissions and templates.