Setting up the Application Server to send email notifications
Before users can send email notifications, you must perform these setup tasks:
Configuring the Application Server
Use the Intranets form to configure the application. On the Reporting tab, provide the information required in the SMTP section.
In an on-premises environment, set up these fields:
- Server
- Server Port
- From Email
- Authentication
- User Name
- Password
- Delivery Method
- Enable SSL
- Pickup Directory
Enabling email attachments
Use the Intranets form to enable email attachments. On the General tab, specify the desired site and select the Send Email Notification check box.
Activating email notifications
Use the Report Options form to activate email notifications. For each Task Name or report that is to send email notifications, select in the Email Notification field.
Depending on how you organized your report options, you must create new records for reports that will use email notifications.
Entering user email addresses
Use the Users form to enter email addresses for users. For each user who is to receive email report notification, ensure that a valid email address is entered.