1. Go to the Configuration menu → General Configuration → Settings → E-mail tab.

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1. In the SMTP Server field, provide the outgoing e-mail server name.
   Note: If you need to add a port number to the outgoing e-mail server, you can do it as follows: SMTPserver:portnumber, for example, smtp.mail.example.com:2525.

2. In the E-mail Address field, provide the address of the account from which the messages will be sent.

3. Check the Authorization Required box if access to your e-mail server is restricted with a login and password.

4. In the E-mail Login field, provide the login required to access your e-mail server.

5. In the E-mail Password field, provide the password required to access your e-mail server.

6. From the Connection Type drop-down list, select the type of security protocol used for communication between the Home Portal and your e-mail server:

   • Not Secured

   • SSL

   • TLS
     Note: Make sure that the connection type matches the port number provided in the SMTP Server field above.

7. From the Set Sender's E-mail Address in drop-down list, select where to put the sender address:

   • In the Reply-to field only.

   • In both From and Reply-to fields.

8. In the E-mail Sender Name section, select the format that should be used in the signature of the e-mail messages:

   1. First Name & Last Name

   2. Custom format. To edit the custom format, select this option with the radio button, click the Save button, and then click the Edit custom format button that appears below. You will be directed to the Expression - E-mail sender name page. To learn more about editing or adding expressions, see the Templates - Expressions article.

9. (Optional) Check the Redirect All Mail to Admin box to send all messages from your Home Portal to the portal administrator's mailbox.
   Note: This option can be especially useful at the implementation stage when you are testing the e-mail templates and want to avoid any test e-mails being sent to your clients and vendors.

10. In the Sent Test E-mail to section, you can check if the above settings are working correctly:

    1. Provide an e-mail address you have access to in the text field.

    2. Click the Test button. If everything works correctly, you will see a confirmation that the test e-mail has been sent successfully.

    3. Check the test mailbox: you should get an e-mail with information that the e-mail settings are correct.

11. Click the Save button.

Also, you can check if all outgoing e-mails are sent correctly by clicking the Click for details link in the info panel at the top of the page. You will be directed to the E-mail Line / Queue page, where you can see a list of messages that have some issues.

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For on-premise clients, two additional sections appear in the E-mail tab.

1. In the Attachments section:

   1. Decide whether you want to allow attachments in CRM messages.

   2. Set the maximum attachment size.

2. In the CRM Bulk Mailing section, you can change the queuing settings to make the Home Portal send fewer e-mails and ensure that the e-mails are not treated as junk mail.

   1. Check the Queuing Enabled box.

   2. Set the Bulk Sending Interval (in seconds).

   3. Set the Bulk Size (e-mail messages).

3. Click the Save button.

Each user can have personal mailboxes linked to the XTRF Platform to send and receive XTRF-related messages. To set up a personal mailbox, perform the following steps:

1. Go to the Configuration menu > User Management >Users and locate the user in question.

2. Open the user profile in the edit mode and switch to the Mailboxes tab.

3. Click the Add button on top of the Mailboxes table. The Add Mailbox pop-up window appears.

4. Provide the Name for the mailbox.

5. (Optional) Select a desired date in the Show E-mails Newer than field.

6. Decide whether the mailbox should be an Active one.

7. Decide whether the mailbox should be a Default one.

8. Provide the Host and Port for the e-mail account (check the details with the e-mail provider).

9. Check the SSL box to enable SSL encryption.

10. In the Username field, provide the e-mail address.

11. Provide the Password for this address.

12. (Optional) Check the Save Sent E-mails in Folder box to collect all XTRF e-mails where this user was listed as the sender in a separate folder.

13. (Optional) Provide the custom name for the folder mentioned in the previous step.

14. (Optional) Click the Check Settings button to see if the mailbox is configured correctly.

15. Click the Apply button to finish the configuration. The pop-up will change its name to the Mailbox, and the Fetch New Messages button will appear at the bottom.