Configure Email

Contact your local IT support for the necessary information regarding the SMTP server configuration.

Note:  Local access only. If an Active Directory (AD) is configured all the AD security policies and email settings override Data Reviewer local security policies.

1. Go to Administration > Access Management > Email Configuration.
2. To enable SMTP, put a tick in the Enable SMTP features tick box.
3. Enter the SMTP Host and the SMTP Port details.
4. If a TLS connection Transport Layer Security (TLS) is an encryption protocol that protects data when it moves between computers. is required, put a tick in the TLS connection tick box.
5. If SMTP authentication is required, put a tick in the Use authentication tick box.
   This opens an SMTP login panel.
6. Enter the login and password to authenticate the SMTP server.
7. Enter the requested details for:
   • From email address
     The administrator email address
   • Callback address
     Enter the IP address or the DNS name of the host Windows PC
   • Send a test message to address
     Send a test email to the address entered here
8. Click on Test to confirm the SMTP server details are correct.
   If the SMTP configuration is correct, an email is sent to the email address in Send a test message to.
9. If Use authentication was ticked, confirm the Email Configuration Status shows .
10. Click on Save changes.

Email is now configured. Go to Email Templates and create the email templates for Account Confirmation and Update Password.