Using the Email Configuration Page

How to use the Email Configuration page

Use the Email Configuration page to configure email exchange between servers and clients (protocols) to send email from FormsPro. You can configure your emails using Office365, SMTP, or SendGrid.  Your IT department will most likely configure this information.

1. From the Configuration menu, click Email to open the Email Configuration page.
   
2. Select Office365, SMTP, or SendGrid from the Connection Type drop down list. 
3. The settings to configure your email vary depending on the connection type selected. See the applicable knowledge article for each connection type for detailed information:
   Office365
   SMTP
   SendGrid
4. Enter a valid test email address, such as your own address, and click the Test button to send a test email to ensure your settings are correct.
5. In the Log Error Emailing Options section, click + (Add) to specify event error log reports to be sent for error conditions to ensure the right personnel is aware of the errors and failures.
   

   Select the type of event log(s) to be emailed. Options include API, Data Map, Delete, Deployment, and Forms. Then enter the email address to where the logs should be sent. You can create as many combinations of logs and emails as you'd like.

   In a multi-site scenario where more than one site may be active at a time, we recommend that you use different From addresses to tell which site has the error.

6. Click the Save Email Configuration button to save the configuration information.