This guide shows you how to configure the server details that the system will use to send emails (outgoing server or SMTP).
Make sure you have on hand the details provided by your email provider (Host, Port, Encryption type, Login, and Password).
Outgoing Server Details Configuration
1. Name and Identity:
- In the Connection Name field, assign an identifying name to this configuration (for example: "Corporate SMTP" or "Gmail").
- In the Sender Email field, enter the email address that will appear as the sender.
2. Server Details:
- In the Server field, enter your SMTP server address (e.g.,
smtp.office365.comorsmtp.gmail.com). - In the Port field, enter the port number required by your provider (usually 587 or 465).
- Under Encryption, select the appropriate security option:
- None
- SSL
- TLS
3. Access Credentials:
- In the SMTP Login field, enter the username required to access the server (often corresponds to the Sender Email address).
- In the SMTP Password field, enter the password associated with this email account.
4. Additional Options:
- Check the Active box to make this configuration available for sending emails.
- Check the Use as default sender box if you want this configuration to be used automatically for all outgoing communications from the system.
5. Verification and Saving:
- Before saving, click on the Verify Connection button. The system will attempt to connect to the server using the entered data.
- If verification is successful, you can proceed to save.
- If verification fails, double-check the fields Server, Port, Encryption, SMTP Login, and SMTP Password.
- Once connection has been verified, save the configuration to make it operational.
