Outgoing Email Server

The Outgoing Email Server area lets you specify email server connection settings that will allow Formatta E-Forms Manager to send email.

 

Formatta E-Forms Manager Workflow capability is based mainly on its ability to route electronic forms through the use of email.  Although the workflow engine manages the sending of email during workflow processing, it does so using a connection to an SMTP server accessible from the environment in which it is installed.  A crucial step in the server configuration for enabling workflow requires you to provide the settings necessary for Formatta E-Forms Manager to connect to an SMTP server and send email.

 

The settings for the Email Server can be viewed by clicking the Email Configuration menu item under the main Administration tab.

 

Configuring Email Server Settings

The settings for the Email Server can be viewed by clicking the Email Configuration menu item under the main Administration tab. Click the Email Server tab to view the settings.   If no SMTP host or authentication information has been entered before, the fields on this screen will be blank.

 

To create or edit your outgoing email server (SMTP) settings, click the Edit button and provide the following information:

 

 

Click the Save Changes button after you have entered all of the required settings.

 

Sending a Test Email

A test email can be sent to verify that the settings for the email server are correct.  To send a test email, view the email server settings and click the Send Test Email button.

 

A new window will be displayed that contains the information that will be used to send the test email.  

 

You can change this information or leave it as it is.  If you would like to see a log of the SMTP level details, then check the SMTP Logging checkbox. Click the Send button to send the test email.  A message will be displayed that indicates whether the test email was successfully sent. The SMTP level details will also be displayed if you chose to see them.