Email account is the set of options that is responsible for the configuration of email processing. It can be a pre-configured account with the SMTP protocol (for sending emails), POP3 protocol (for receiving emails), and IMAP protocol (for sending and receiving emails).
The email account configuration includes the following steps:
Creating an email account Anchor creating an email account creating an email account
| creating an email account | |
| creating an email account |
To create an email account, please complete the following steps:
- Navigate to the System Mailboxes → Email Accounts.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply changes.
Email accounts form fields
| Field | Mandatory | Description | ||
|---|---|---|---|---|
| Name | Y | Displayed account name. | ||
| Type | Y | Account type, based on a specific protocol. Available options:
| ||
| Server | Y | The hostname of the server used for the mail processing. | ||
| User Name | Y | Server user login. | ||
| Password | Y | Server user password. | ||
| Email User Label | N | Descriptive user label. | ||
| Active | N | Select this checkbox to activate the account. | ||
| Enable Debug | N | Select this checkbox to have more extended logs. This will help to indicate issues while configuring email settings. | ||
| From | Y | Sender address to be displayed in the From field of the message. This field appears when the SMTP option is selected in the Type field. | ||
| Port | Y | Specify the port that the server will be running on. | ||
| Enable SSL | N | Select this checkbox to enable SSL encryption. | ||
| Enable TLS | N | Select this checkbox to enable TLS encryption. | ||
| Disable Certificate Validation | N | Select this checkbox to allow connecting to the email server without checking the certificate. The checkbox Disable Certificate Validation is unselected by default.
|
Test Connection Anchor test connection test connection
| test connection | |
| test connection |
When you finish configuring the email account.
To test the connection, please follow these steps:
- Select the Enable Debug checkbox and click Save.
- Scroll down to the Related Links area (above the Related Lists area).
- Click the Test Connection link.
- If the connection is set, make the created account default.
In the Log (sys_log) table, you can track the operation processing:
- Navigate to System Logs → Main Log.
- Apply this filter: Source is Email Logger.
- Open a record if needed.
Main log field description
Field | Mandatory | Description |
|---|---|---|
| Source | Y | The source from where the message was produced (IMAP Authorization, SMTP Authorization, Incoming mail, and others). |
| Level | Y | Message category:
|
| Message | N | The message containing information about the |
| Username | N | The name of a user who created the log or the system if it was created automatically. |
| Created by | Y | Information about who has created the record. |
| Created at | Y | This field stores information about the date and time of record creation. |
In our example, we set up an IMAP email account. In the screenshot below:
- IMAP authorization session has been set up.
- After the successful authorization, the list of email IDs was called from the server.
- The call was processed, and the list was received.
If connection fails, a warning message appears:
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:
Default email account Anchor default email account default email account
| default email account | |
| default email account |
To start using the created email account, set your email accounts as default ones. The system will insert them automatically into every letter, incoming or outgoing.
To do this, complete the following steps:
- Navigate to the System Mailboxes → Email Accounts.
- Open the record you need.
Find the email account ID in the address bar (it is a long number sequence), and copy it to the clipboard.
Section 
- Navigate to the System Properties → System Properties.
- Find the default.email.account.send using the search box.
- Paste the email account ID from the clipboard in the Value field.
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