Creating a main configuration

  1. Select Process Server Administrator > Configuration > System Configuration.
  2. Click New.

    Use the following guidelines to specify field values:

    Configuration Name

    Specify main.

    Description

    Specify Default Configuration.

  3. Click Save.
  4. Create a FinanceAdminFromEmailAddress configuration property.
    1. On the Properties tab, click New.

      Use the following guidelines to specify field values:

      Configuration Name

      This is prepopulated with the configuration name.

      Property Name

      Specify FinanceAdminFromEmailAddress.

      Value

      Specify an e-mail address for the Value field.

      Note: 

      The e-mail address will be used for the e-mails generated through the Invoice Approval Process. You may use a system e-mail address.

      Description

      Specify a description.

    2. Click Save And New.
  5. Create a FinanceAdminEmailAddress configuration property.
    1. Use the following guidelines to specify field values:
      Configuration Name

      This is prepopulated with the configuration name.

      Property Name

      Specify FinanceAdminEmailAddress.

      Value

      Specify an e-mail address for the Value field.

      Description

      Specify a description.

    2. Click Save And New.
  6. Create a mailFrom configuration property.
    1. Use the following guidelines to specify field values:
      Configuration Name

      This is prepopulated with the configuration name.

      Property Name

      Specify mailFrom.

      Value

      Specify an e-mail address for the Value field.

      Description

      Specify a description.

    2. Click Save And New.
  7. Create a mailServer configuration property.
    1. Use the following guidelines to specify field values:
      Configuration Name

      This is prepopulated with the configuration name.

      Property Name

      Specify mailServer.

      Value

      Specify a mail server to be used for sending e-mails.

      Description

      Specify a description.

    2. Click Save.