This article provides information about the Settings/Environment/Email page. Use the Email page to configure SMTP settings for emails sent from eplansoft REVIEW.
Step-by-step guide
- Click on the EPR Portal link.
- Login with Administrator credentials.
- Select Environment/Email from the Navigation menu.
- Complete Email Destinations section.
- From Name: Displays on the "From" field of system generated emails.
- From Email: Displays on the "From email" field of system generated emails.
- System Admin Email: Emails meant to revieve System Alerts.
- Notification Interval: Number of minutes to wait before grouping notifcations and sending as single emails.
- Complete SMTP Settings section.
- Server Name: Valid agency email server name.
- Server Port: Port number to support outgoing emails.
- User: Valid agency user
- Password: Valid agency user password
- SMTP Status: Valid/Invalid settings Confirmation
Note: During the initial setup, e-PlanSoft Review will temporarily use it's own internal SMTP settings.
Email Destinations
Complete this section as follows:
| Field name | Description |
|---|---|
| From Name | Enter the 'From Name' to be used on emails sent from REVIEW. |
| From Email | Provide the email address for emails sent from REVIEW. |
| System Admin Email | Provide a valid email address(es) to Administrator(s) who should receive emails for all events. |
| Notification interval | Emails will be sent at this frequency. |
Changes to the Notification Interval will require a restart of your server. Click here to request a restart.
Users should be expelled from the portal prior to a restart.
Best Practices
Configure custom email notifications for specific Administrators on the User Form. See Managing User Notifications.
SMTP Settings
| Field name | Description |
|---|---|
| Server Name | Enter the server address. |
| User | Enter the user name for the SMTP server account. |
| Password | Enter the password for the SMTP server account. |
Select the Save button (required).
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