edoc invoice Administration Guide
edoc invoice Administration Guide
Breadcrumbs

Set up the e-mail server connection for "edoc workplace"

Once you have configured the edoc workplace workflow component under Settings > Global settings > Server settings, you must establish the connection to your organization's e-mail server (SMTP server). You also define the e-mail address and the name for the e-mails sent in the workflow.

Here's how

  1. Click on edoc invoice in the sidebar to open the edoc invoice dashboard.

  2. Click on Settings > Global settings > Workflow settings.

  3. Enter the following data in the Mail server section:

    1. Host: Enter the IP address or URL at which your e-mail server can be reached.

    2. Port: Enter the port on which your e-mail server can be reached (e.g. 25).

    3. User name: Optional: Enter a user name. If your SMTP server does not require authentication, entering a user name is optional.

    4. Password: Optional: Enter a password. If your SMTP server does not require authentication, entering a password is optional.

    5. Sender e-mail: Enter the e-mail address with which you would like to send notification e-mails for the individual workflow steps.

    6. Sender name: Enter the understandable name for the e-mail address that you have set up in your e-mail server application.

  4. Click on Save in the ribbon.

By clicking on Test connection, you can check at any time whether the e-mail server can be reached under the specified host and port. The authentication is not checked.

See also