Using the Email Configuration Page

How to use the Email Configuration page

The Email Configuration page allows you to set up and manage how to send email from your form application. To enable this functionality, it needs to be connected to an email service by configuring the correct email protocol. The following options are supported:

1. • Office365

     • Use if your organization is already using Microsoft Office 365 for email.

     • Secure and seamless integration with your existing Microsoft accounts.

   • SMTP (Simple Mail Transfer Protocol)

     • A standard method for sending emails.

     • Can be used with a wide range of email providers, including Gmail, Outlook, and private mail servers.

     • Requires details like an SMTP server address, port, and credentials.

   • SendGrid

     • A cloud-based email delivery service.

     • Ideal for high-volume email sending.

     • Requires an API key and SendGrid account configuration.

Each of these options serves as a method to send emails from the system to recipients, depending on your organization's preferred email service.

Note: This setup usually requires access to sensitive credentials and specific server details. For that reason, it is recommended that your IT department or system administrator complete this configuration to ensure security and proper functionality.

Once properly configured, the system will be able to send emails reliably based on your chosen settings.

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.