Email Settings

Owned by Stacy Reno (Unlicensed)
Last updated: Jan 28, 2019 by Jorge Hernandez (Unlicensed)

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

  1. Select Environment/Email from the Navigation menu.
  2. Complete Email Destinations section.
    1. From Name: Displays on the "From" field for system generated emails.
    2. From Email: Displays on the "From email" field for system generated emails.
    3. System Admin Email: Email(s) for users who are meant to receive System Alerts.
    4. Notification Interval: Number of minutes to wait before grouping notifications and sending them as a single email.
  3. Complete SMTP Settings section.
    1. Server Name: Enter the server address.
    2. Server Port: Enter port number used for outgoing emails.
    3. User: Enter the user name for the SMTP server account.
    4. Password: Enter the password for the SMTP server account.
  4. SMTP Status: Once settings are saved, page will display a Valid/Invalid SMTP Status 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 nameDescription
From NameEnter the 'From Name' to be used on emails sent from REVIEW.
From EmailProvide the email address for emails sent from REVIEW.
System Admin EmailProvide a valid email address(es) to Administrator(s) who should receive emails for all events.
Notification intervalEmails will be sent at this frequency. After changing this value, a server restart is required for them to take effect.

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 nameDescription
Server NameEnter the server address.
Server PortEnter the port number used for outgoing email.
UserEnter the user name for the SMTP server account.
PasswordEnter the password for the SMTP server account.


Select the Save button (required).