Setting the Outbound Email Settings - SMTP

FileHold requires access to your SMTP server which is part of an Email server. FileHold uses the SMTP port / service to relay messages. Setting the outbound email settings allows user to receive alerts and reminders on folders and documents via email. Alert settings for users can be set in File > Preferences & Settings > Alert Preferences from the FileHold Desktop Application.

You will need to create an email account on your email server in order for FileHold to use this feature.

NOTE: SMTP ports are generally assigned to port 25. Please check with your email server, internal firewall and network System Administrator for more details.

To set the outbound email settings

1. In the Web Client > System Administration, go to Global Settings > General.

2. In the Outbound Email Settings area, enter the FileHold account name. The email account that FileHold will use to send outbound emails needs to be created in your email server settings.

3. Enter the outgoing SMTP server address.

4. Enter the SMTP server port number.

   NOTE: SMTP ports are generally assigned to port 25. Please check with your email server, internal firewall and network system administrator(s) for more details.

5. Select the SMTP Server Requires Authentication check box, if applicable.

6. Enter the username for the server.

7. Enter the password twice.

8. Select the SMTP server requires an encrypted connection check box, if applicable.

9. Click Update SMTP Authentication Settings.

10. Click Update at the bottom of the page.

11. Test your work. Go to the Web Client, and test emailing a document from FileHold to yourself. If you do not get the email, then you should work with your email and network administrator to further troubleshoot your configuration.

NOTE: You may need to authorize the FileHold server to send SMTP to the email server by changing SMTP security settings on your email server.

See also:

System Administration Overview

Setting up Users and Groups

Logon and Password Security

User Self-Registration

Licensing

Activity Log

Guest Accounts / Self-Service Portal