Setting up your mail account

Celoxis application requires a dedicated email account to work. So you will need to ask your system administrator to create a mail account on your mail server. If you use an ISP and don't have your own email server, you can create an account with your ISP. We recommend the user name as 'celoxis'. Celoxis will read and send emails using this email account just like you do from your email client.

 Once you create the email account, you now have to setup Celoxis with this account.

•  Go to  Settings > Site > Edit Site Settings.
• You need to setup Outgoing mails (email notifications) from Celoxis under the Outgoing Mail tab.
  
   
• Similarly, the Incoming mails (create task/process via email, task update) to Celoxis under the Incoming Mail tab.
  
   

General Guidelines :

1. The Enable Email Notifications must be checked for sending/receiving email notifications from Celoxis.
2. The Send emails in background option should be checked for better performance. This send the emails in background without waiting for the application, hence improving performance.
3. The Host is the name of your server on which mail server is installed. It can be the IP address or server name of the machine. You can write localhost if you are going to install Celoxis on the same machine where you have your mail server setup.
4. The UserName will be the name of your email account. In our example, celoxis@domainname.com is the mail account name and hence, the Login name is celoxis.
5. The Default Sender Name you enter will be the name used for the notifications sent from Celoxis. You can enter that as per your choice.
6.  Enter the other mandatory fields as per your email setup (Authentication, Protocol, etc).
7. The Plussed Symbol  needs to be selected according to the symbol supported by your mail server. 
   For example, the Exchange server does not support the + or - symbol. Hence, you will need to select Do not use plussed  addressing. This symbol is used to generate your Indirect process, create task via email addresses.
8. Restart the application after making the changes. Please note that any changes you make on this page requires the application to be restarted for the changes to be affected.