Creating a main configuration

  1. Select Process Server AdministratorConfiguration > System Configuration.
  2. Click New.
  3. Specify this information:
    Configuration Name

    Specify main.

    Description

    Specify Default Configuration.

  4. Click Save.
  5. Create a FinanceAdminFromEmailAddress configuration property.
    1. On the Properties tab, click New.
    2. Specify this information:
      Configuration Name

      This field is prepopulated with the configuration name.

      Property Name

      Specify FinanceAdminFromEmailAddress.

      Value

      Specify an email address for the Value field.

      Note: The email address is used for the emails generated through the Invoice Approval Process. You may use a system email address
      Description

      Specify a description.

    3. Click Save And New.
  6. Create a FinanceAdminEmailAddress configuration property.
    1. Specify this information:
      Configuration Name

      This field is prepopulated with the configuration name.

      Property Name

      Specify FinanceAdminEmailAddress.

      Value

      Specify an email address for the Value field.

      Description

      Specify a description.

    2. Click Save And New.
  7. Create a mailFrom configuration property.
    1. Specify this information:
      Configuration Name

      This field is prepopulated with the configuration name.

      Property Name

      Specify mailFrom.

      Value

      Specify an email address for the Value field.

      Description

      Specify a description.

    2. Click Save And New.
  8. Create a mailServer configuration property.
    1. Specify this information:
      Configuration Name

      This field is prepopulated with the configuration name.

      Property Name

      Specify mailServer.

      Value

      Specify a mail server to use for sending emails.

      Description

      Specify a description.

    2. Click Save.