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Email account is the set of options that is responsible for the configuration of the email processing. It can be a pre-configured account on SMTP server (for sending emails), POP3 server (for receiving emails) and IMAP server (for receiving emails).

To configure an email account, please complete the following steps:

  1. Navigate to the System Mailboxes → Email Accounts.
  2. Click New and fill in the fields.
  3. Click Save or Save and Exit to apply changes.

Email accounts form fields

SimpleOne provides an automatic system of managing emails.

The email check is performed once a minute automatically. Incoming emails are registered automatically.

To read your inbox, please navigate to System Mailboxes → Incoming Emails. Use the filtering functionality and the Condition Builder to make the selection of emails you need.

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Tip

Every email is represented as a table record. The original email is attached to the record in .eml format.

If any other files were attached to the original letter, they will also be attached to the record.

FieldMandatoryDescription
Subject
NameY
Email subject. Should be entered in plain text, as described in RFC 822.FromYThe sender address.ToYThe recipient address.Body (Plain Text)YThe message content in plain text (service information, such as HTML tags, CSS styles and options, any others are discarded automatically).Body (HTML)N

The message content in HTML based on the rich text format. The following features are available:

  • Headings
  • Text effects
  • Text aligning
  • Text and background coloring
  • Font sizes
  • Media uploading
  • Numbered and bulleted lists
  • Tables and blocks
  • Hyperlinks.
StatusY

The message status. Available choice options: 

  • Ready – the message is ready for further processing.
  • Attaching – this state is used during the incoming letter processing, before attachments are downloaded. After it is done, the state changes to Ready.
  • In Process – the message is in delivery process now.
  • Processed – the message was handled correctly.
  • Failed – message delivering was unsuccessful for some reasons.
  • Ignored – the message is inactive and will be ignored by the mail server.
Info

The Ignored state is set when email sender and email recipient are the same. Saying more precisely, when email address in the email address in the sender profile is equal to the email address in the To field in email. To get this goal, set the Send Self attribute in the notification rule.

For more information, please refer to the Notifications article.

TypeY

The type of new message. Available choice options:

  • New
  • Forward
  • Reply
  • Delivery
  • Calendar.
Content TypeNThis header is used to specify the MIME type of data in the letter. For example: text/html; image/png. This letter contains HTML text and a PNG image.Created on Server atNThis field displays the date and time when the message was received. This field is populated automatically.DirectionY

Email direction (Incoming).

Email AccountNThe email account used to send or receive emails. Configuring email accounts is described below.Target DocumentNIn this field, you can choose a document to attach to this message. The document must be referenced with the appropriate table first.Created byY

This field is populated automatically with the reference to the sender account.

Note

The system user specified as a sender indicated that a letter was created as a result of the system event processing.

For more information, please refer to the Notifications article.
Displayed account name.
TypeY

Account type, based on the protocol. Available choice options:

  • SMTP
  • IMAP
  • POP3.
ServerYThe hostname of the server used for the mail processing.
User NameYServer user login.
PasswordYServer user password.
Email User LabelNDescriptive user label.
ActiveNSelect this checkbox to activate the account.
Enable DebugNSelect this checkbox to have more extended logs. This will help to indicate issues while configuring email settings.
FromYSender address (will be displayed in the From field of the message).
PortYSpecify the port that the server will be running on.
Enable SSLNSelect this checkbox to enable SSL encryption.
Enable TLSNSelect this checkbox to enable TLS encryption.

When you finish configuring the email account, you can test the created account after saving by pressing the Test Connection button in the Related Links area.

If connection fails, a warning message appears:

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In this case, check logs to find the error cause. To perform this, navigate to System Logs → Main Log and make a log selection based on the criteria below:

  • Source = Email Logger

AND

  • Level = Error

Use Condition Builder to build an appropriate filter. An example of the error record is given below.

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Default email accounts

If you have configured email accounts in your system, but they are not used for email processing, you will not be able to send or receive emails. To prevent these collisions, set your email accounts as default ones, so they will be inserted automatically into every letter, incoming or outgoing.

To do this, please complete the steps below:

  1. Navigate to the System Properties → System Properties.
  2. Find the system properties listed in the table below using the search box and edit them specifying the values relevant to you.

Default email account properties field description

FieldMandatoryDescription
NameY

System property name. Use default.email.account.send for the SMTP account.

ValueNEmail account ID. You can know it in the way listed below.
DescriptionNProperty description.
Property CategoryNSpecify a property category (entity that groups some properties connoted with a common feature). This field references to the Property Category (sys_property_category) dictionary.

To know the email account ID, please complete the steps below:

  1. Navigate to the System Mailboxes → Email Accounts.
  2. Click on the account name.
  3. Find the email account ID in the address bar (it is a long number sequence), and copy it to the clipboard. See the screenshot below:

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