Yeeflow empowers system administrators to configure their own outgoing mail servers, providing flexibility and customization for email communications within the platform.

The Mail Settings function, accessible from the Admin Center under Account Setup, allows administrators to configure one or multiple outgoing mail servers. These servers can be utilized as the "From" email address in various workflow activities, such as assignment task email notifications, send email actions, and data list notifications.

This article provides a comprehensive guide on using the Mail Settings function and configuring outgoing mail servers in Yeeflow.

Log in to Yeeflow as a system administrator. Navigate to the Admin Center and select "Account Setup," followed by "Mail Settings."

Click the "Add mail server" button located at the top-right corner of the page. Choose the desired mail server type from the available options: SMTP or Microsoft OAuth.

Provide the required information for the selected mail server type:

Enable/Disable Servers: Once the outgoing mail servers are added, administrators can choose to enable or disable them based on their requirements. Enabled servers will be available for use in workflow activities and notifications, while disabled servers will be temporarily inactive.

Set Default Server: Administrators can designate one outgoing mail server as the default option. The default server will be automatically selected when configuring send email actions or notifications in the workflow designer. This ensures a seamless user experience and simplifies the email configuration process.

Edit Configuration: If any changes need to be made to the properties of an existing outgoing mail server, administrators can edit the server's configuration. This includes modifying the name, "From" email address, hostname, port, SSL settings, authentication credentials, and any other relevant details. Editing the configuration allows for updates or corrections without the need to delete and recreate the entire server.

Delete Server: In case an outgoing mail server is no longer needed, administrators can choose to delete it from the mail server list. Deleting a server will remove it permanently from the configuration. However, it's important to note that deleting a server will also remove it from any workflows or notifications where it was previously used. Exercise caution when deleting servers and ensure any necessary updates are made to affected workflows.

The Mail Settings function in Yeeflow's Admin Center provides system administrators with the ability to configure and manage outgoing mail servers.

By configuring one or multiple servers, administrators can designate the "From" email addresses used in various workflow activities and data list notifications. Whether utilizing SMTP or Microsoft OAuth, administrators have control over enabling/disabling servers, setting defaults, and managing server configurations.

This empowers organizations to personalize their outgoing email communications and streamline workflows within Yeeflow.

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