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Version: 8.1

Email account individual settings

Level: beginner

Email accounts are added with default parameters. For each added email account, you can configure:

  • email downloading parameters;
  • email sending parameters;
  • email signatures.

If you have configured the synchronization with the MX Exchange mailbox, the Meetings and tasks and Contacts tabs will be displayed at the email account settings page. Here you can configure parameters of synchronization of MS Exchange calendar and contacts. Read more >>>

You can go to the mailbox settings directly from the mailbox registration notification or by selecting the account in the Edit email accounts menu of the btn_com_roles_actions_menu.png button.

Fig. 1 Edit page of the email account settings
Fig. 1 Edit page of the email account settings

Receive emails in Creatio

  1. To receive emails from the mailbox, toggle on the Download mail for period switch and specify the time interval (for example, day, week, month) for which emails will be downloaded to the system at the first synchronization.

    You can change how often Creatio will synchronize the mailbox in the “Mailbox synchronization interval” (“MailboxSyncInterval” code) system setting.

  2. Select the Automatically download new emails checkbox to download incoming emails automatically.

  3. Select the Download all emails from mailbox option to download all messages from the mailbox or the Download emails from customized folders option to download messages from specific folders only.

  4. To download emails from specific folders only, select the Download emails from customized folders option, click the + button to display the folders of the specified account and select folders from which you need to receive emails (Fig. 2).

    Fig. 2 Specifying synchronization folders
    Fig. 2 Specifying synchronization folders
  5. Save the changes.


If you only select a parent folder for downloading emails, the messages from the nested folders will not be downloaded to Creatio. Select the nested folders to download emails from them.

Send emails from Creatio

To reply to emails directly from Creatio, set up email sending parameters. To do this:

  1. Toggle on the Send emails using this mailbox switch to use the mailbox for sending the emails. If the switch is disabled, the mailbox will not be available for selection on the email edit page, as well as in the corresponding business process and case elements.
  2. Select the Set “email address” as default sender address checkbox to use the mailbox by default. The mailbox address will be specified by default in the From field for new emails.
  3. Save the changes.

Configure an email signature

To add a signature to outgoing emails, select the Add signatures to outbound emails checkbox and add the signature text in the input area below (Fig. 3). Save the changes.

Fig. 3 Adding signatures to outgoing emails
Fig. 3 Adding signatures to outgoing emails

You can copy a signature from your mail client and paste it to the text area. In some browsers, only one image can be copied to the signature template at a time from the clipboard. If your signature contains several images, the remaining images must be added one by one.

See also

Set up a secure mailbox connection

Set up a personal mailbox

Configure a shared mailbox