Email account individual settings

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

• email downloading parameters

• email sending parameters

• email message signatures.

Note

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 button.

Fig. 1 Edit page of the email account settings

 

Contents

•Receiving emails in Creatio

•Sending emails from Creatio

•Configure signature in the emails

Receiving emails in Creatio

1.To receive emails from the mailbox enable 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.

Note

The periodicity of automatic mailbox synchronization is set in the [Mailbox synchronization interval] 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

 

5.Save the changes.

Note

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

Sending emails from Creatio

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

1.Enable 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 signature in the emails

To add a signature to the 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 in outgoing emails

 

Note

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

•How to set up a personal mailbox

•Email account individual settings

•Working with emails