Email Notifications
Last updated
Last updated
Email notifications provide an effective way to inform users about status of a document. Email notifications can be enable when uploading a document to ProcessMaker IDP and inform the user about the successful upload operation. In the email template entity, you can customize the email by using different variables, such as dossier name, file name, and a link to directly access the uploaded file.
Follow the steps below to setup SMTP Email notification settings:
Navigate to Admin Panel > Global Settings > Email.
Configure the following settings:
SMTP server
Email port
Email encryption (none, SSL, or TLS)
Sender email address
Email username
Email password
Test the configuration using the button.
To define the contents of the email, you can configure the email template in HTML. The following example shows how to use different variables, such as user name, dossier name, link to file, and file name.
Subject: A new file was uploaded into ${dossierName}
Body:
Note: Currently, only one email template is supported.
When the Email Notification checkbox is selected while uploading a document, an email based on the email template will be sent to all users authorized within that dossier. If you select multiple files and therefore have multiple checkboxes selected, multiple emails will be sent. This process ensures that relevant users are notified about each uploaded document.
