Email Alerts are an option to configure so if any of the other integration options fail at any point an email is sent to recipients of the client's choosing notifying them of the failure. This is an all or nothing feature, if turned on it will work for all enabled integration options. If turned off it will not work for any of the integration options.


It is especially useful for document uploads and processing because if one file fails CL Connect still attempts to process all other files, and the overall job will not fail. 

 

1. Navigate to the CL Connect landing page and click on the first Clicking Here... link for Setup CL Connect.

 

 

2. Select the checkbox for SMTP on the right-hand side.

 

3. SMTP will now show on the left-hand menu, click on SMTP.

 

 


4. Configure the UI with your SMTP setup.

 

NOTE: There are three options available for the delivery method, explained below.
  

  • Delivery Method: Network -- configures the options for an external SMTP server.
  • From: The "From" address for the email. Must be in a valid email format.
  • Send To: The list of email address(es) to send to, comma separated. There is no limit on the number of emails allowed.
  • Client Domain: Specifies the client domain name to use in the initial SMTP protocol request to connect to the SMTP mail server. The default value is the localhost name of the local computer sending the request.
  • Target Name: Specifies the Service Provider Name (SPN) to use for authentication when using extended protection for SMTP transactions. This attribute has no default value.
  • Enable SSL: True or false. Default value is True.
  • Host: The host for the SMTP server.
  • Port: The port to listen on. Default is 25.
  • Default Credentials: True or False. Default value is False.
  • Username: The username used to connect to the SMTP server. Only required if Default Credentials is set to false. 
  • Password: The username used to connect to the SMTP server. Only required if Default Credentials is set to false. 

 



  • Delivery Method: Pickup Directory from IIS -- uses the path set in IIS to store emails to be processed.
  • From: The from address for the email. Must be in a valid email format.
  • Send To: The list of email address(es) to send to, comma separated. There is no limit on the number of emails allowed.

  

 

  • Delivery Method: Specified Pickup Directory -- uses a designated file path to store emails to be processed.
  • From: The from address for the email. Must be in a valid email format.
  • Send To: The list of email address(es) to send to, comma separated. There is no limit on the number of emails allowed.
  • Pick Up Directory Location: The folder path to store emails to be processed.

 

  

INFO: For further details on the above fields, please reference the following: https://msdn.microsoft.com/en-us/library/ms164242(v=vs.110).aspx
 
NOTE: The 'Test' button in the SMTP setup will send live emails. This test will also occur when navigating away from the SMTP Settings page.