A valid email server and user credentials are necessary to facilitate sending emails directly from Inform. Please provide DDI System with the following mail credentials, which will be added to the SMTP Server Information tab of the Company Master.
The SMTP server, typically provided by your mail provider.
The outbound TCP port for mail submission.
The username and password used to log into the account.
Important: Your password cannot contain any of the following characters:
The email address used to send mail. In some cases, this will be the same as the username.
System users must have email credentials in place, which can be set in the User Master(File>Company>User Master). See Manage users.
For each user sending mail, fill in the following fields:
The Send From mailer. This allows messages replies to be sent to the user’s inbox.
|Email Username/Pass||User credentials used to authenticate with the mail server. This email will be used for the Reply To address. If not specified, then the Reply To will be the Company Email.|
Filling out these fields is recommended and may be required depending on your mail settings. If left blank, the credentials from the SMTP Settings above will be used for authentication.
Some additional steps are required if Gmail (a Google product) is being used as your mail provider. Settings must be changed to allow connections from less secure apps. By default this is disabled and will prevent Inform from connecting to your Gmail account. Follow the link below to change this setting.
Additionally, 2-Step Verification is not supported. By default this is disabled and most likely no further changes will be required. Follow the link below for more information on 2-Step Verification.
Some additional steps are required if Office 365 (a Microsoft product) is being used as your mail provider. Settings must be changed to allow email sending on behalf of another user. By default this is disabled and will prevent users from sending mail through the master account. Follow the link below to learn how to change this setting.
For Office 365 or Exchange servers, outgoing emails will not automatically be saved into the Sent folder (history will be available in the Exchange server logs). Alternatively, consider creating rules and connectors in Exchange.
If you have any questions, please contact DDI Customer Care.