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Users with the "Manage e-mail notifications" permission can enable notifications e-mails to be sent throughout the database via the E-mail Settings window, which is accessed by choosing File > Manage Repository > E-mail Settings.
Select the Enable Notification E-mails check box to specify the settings for all e-mails sent by the software. If the check box is not selected, the software will not send automated e-mails for any actions defined throughout the database.
At the top of the window, you must specify the SMTP port and SMTP server that will be used to send the e-mails. To determine the appropriate information for this setting, you may need to consult with the IT professionals who have configured the e-mail server used within your organization.
Once this information has been defined, it is recommended to test the SMTP settings by entering an e-mail address in the Recipient address for test e-mail field and then clicking Send Test E-mail. If the test e-mail is received, then the settings are valid. If the settings are not valid, an error message will appear that says the test e-mail has failed.
The next step is to specify the conditions under which the software will send automated e-mail notifications. The following action notification settings are available:
Send notification automatically upon action creation
Send notification automatically upon action modification (via Action Properties window)
Send notifications upon completion (to assigned reviewer)
Action creators receive notifications
The Introduction to each action notification e-mail field gives you the option to edit the default text that will be used at the beginning of each e-mail that is generated by the software. This can be up to 1,000 characters and the text will be the same for all actions in the current database. The rest of the e-mail will include all of the details that have been defined for the particular action record.
Clicking Set As Default will save the settings that are currently displayed in the window as the default for all new standard databases that you create from the current computer/username. This button is not available if you are working with an enterprise database.
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