You need to setup your Outgoing mails to be able to receive notifications from Celoxis about task assignments, updates, etc. Follow the steps mentioned to set this up.
- 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 :
- The Enable Email Notifications must be checked for sending/receiving email notifications from Celoxis.
- 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.
- 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.
- 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.
- 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.
- Enter the other mandatory fields as per your email setup (Authentication, Protocol, etc).
- 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. - 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.
- If you create an Email alias for your workflow address, then the email address used for the alias should be different than the email account mentioned on the setting above.
- Celoxis works with the free GMail service from Google. Read Q: 4 for more information.