Configure email notification settings

Email settings must be configured to allow the Send Email step to send email notifications. Complete these steps to configure email settings for workflow items:

1. Access the Workflow Manager web app.
2. Click the Design tab.

   The Design page appears.

   Note:

   If you don’t have sufficient privileges, you won’t see the Design tab.

3. Click the Settings button .

   Note:

   If you don’t have sufficient privileges, you won’t see the Settings button.

4. Click the Email Notifications tab.
5. Type the name of your SMTP server in the SMTP Server text box.
6. Provide the port number of your SMTP server in the Port text box if your SMTP server doesn't use a standard port number or if it requires authentication.
7. Optionally, provide a default sender email address for email notifications in the Default Sender Email text box.
8. Optionally, provide a default sender name for email notifications in the Default Sender Display Name text box.
9. Choose the email format for email notifications under Type.
   • Plain Text Notification—Email notifications will be sent without special formatting.
   • HTML Notification—Email notifications that contain HTML tags will be included in the email notification.
10. If your SMTP server requires Authentication, check the Enable Authenticated SMTP checkbox and do the following:
    1. Provide a user name to use to connect to the SMTP server in the Username text box.
    2. Provide a password to use to connect to the SMTP server in the Password text box.
    3. Click the Protocol drop-down arrow to choose the protocol to use to connect to the SMTP server.
11. Click Save.