SMTP Settings

The SMTP (Simple Mail Transfer Protocol) Settings function allows you to create SMTP settings that you can use in the Document Settings function if you have multiple server configurations. If no SMTP settings exist in this screen, Traverse will use the default SMTP settings you entered in the System Manager business rules.

To create a new SMTP setting:

  1. Click the New button on the toolbar to create a new record.
  2. From the Mail Type drop-down menu, select Microsoft for Microsoft Mail service, else select SMTP for basic authentication.
  3. Enter an SMTP Name. This is the reference you will choose when configuring document settings.
  4. Enter your SMTP Server name. This is the name used in email programs to send mail. Some common SMTP servers: smtp.live.com for Microsoft Hotmail/Live/Outlook.com accounts; smtp.gmail.com for Google Gmail accounts; smtp.mail.yahoo.com for Yahoo email accounts. Use your local SMTP server, if available.
  5. Enter the SMTP Port used for sending mail. The most common SMTP ports are: 25, 465, and 587. Contact your system administrator to determine which port to use.
  6. Mark the Enable SSL check box if your email server uses the SSL secure transfer protocol.
  7. Enter the User Name for the account used to send mail from the server. The user name will be the name or email address you use to log into the SMTP Server you designated.
  8. Enter the Password for that user account. Click in the grid cell on the Browse button () to open the password entry dialog box.
  9. If you marked the SSL check box, you need to enter the path to the SSL Certificate. Use the Browse button to navigate to the SSL certificate.
  10. Enter the Sender's Name and the Sender's Email address.
  11. Enter a Reply To email address, if applicable. This is the address to which the recipient's reply will be sent.
  12. Click the Save button to save your changes.

To edit an SMTP setting:

  1. Select the SMTP record you want to edit.
  2. Make changes as necessary.
  3. Click the Save button to save your changes.

To delete an SMTP setting:

  1. Select the SMTP record you want to delete. You can only delete settings that are not in use.
  2. Click the Delete button to delete the record.