ECS Staff Only
This configuration will allow you to manage applications for automatic document submission and password reset via email.
In the Application Management section of the Client/Organization window, you can configure the mail server for automatic sending of requests and emails to users of each organization.
This configuration is performed to fulfill two main functions:
Sending Documents
It will allow the user to automatically send different types of documents by email. Eg invoices, purchase orders, account statements. The email must be a valid and institutional email, with all the correct configurations or the documents will not be able to be sent.
Recovering Passwords
Having an email configured will allow the users of this organization to recover their passwords by having a valid sender from which to send emails to their users. If it is not available, ECS staff will have to manually reset the passwords.
This configuration must be done with a client email, which will be the sender of the emails sent (do not use the no-reply).
Important :
Once you have filled in all the mail server fields (see example below), click Email Test to authenticate that this email is valid.
The OK message shown will be confirming that this sender is valid and that emails can be sent to users of the organization. If it doesn't work or is invalid, emails cannot be sent for cases 1 and 2 mentioned above.
