Using the Configuration Menu

How to use the Configuration menu

Use the Configuration menu to add email server information, enter API settings, create data connections, set up message templates, change visual settings and security settings.

  1. Configure email exchange between servers and clients (protocols) to send email from FormsPro. You can configure your emails using SMTP, Office365, or SendGrid.
  2. Configure API settings

  3. Create data connections.
  4. Set up message templates.
  5. Configure visual settings.
  6. Configure security settings.