Using the Email Configuration Page

How to use the Email Configuration page

Use the Email Configuration page to set up email communication between servers and clients by configuring the appropriate protocols. You can choose to send emails using Office365, SMTP, or SendGrid. This setup is typically handled by your IT department.

1. From the Configuration menu, click Email to open the Email Configuration page.
   
2. On the Service Information tab, select Office365, SMTP, or SendGrid from the Connection Type drop down list.
3. The email configuration settings vary depending on the connection type selected. For detailed instructions, refer to the relevant knowledge article for each option:
   Office365
   SMTP
   SendGrid
4. Enter a valid test email address, such as your own address, then click Test to send a test email to ensure your settings are correct.
5. On the Sending Error Logs tab, click + (Add) to specify which event error log reports should be sent for error conditions. This ensures the right personnel is notified of any errors and failures.
   
   

   Select the types of event logs 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 multiple combinations of logs and recipient emails as needed.

   In multi-site environments where more than one site may be active simultaneously, we recommend using different From addresses to help identify which site encountered the error.

6. Click Save to save the configuration information.