User-Initiated Emails (for SXP Employee)
First published on: 08/10/2023/6:54 pm
User-Initiated Emails
User-initiated emails allow SXP Employee users to send emails to configured SXP contacts.
As of version 93.6, users can email reports and documents directly from SXP, allowing users to send documents to configured business partner contacts and employees. Data security is maintained by restricting email recipients to relevant account contacts.
A user can initiate sending an email from the reports page or the document details page using the 'Email' button on the upper right. If this button isn't visible, this feature isn't configured.
SMTP setup is required by an administrator (as outlined below) to enable email functionality.
Email/SMTP Setup
Email functionality in SXP relies on settings in the config. Advanced features such as Expense User can be configured with feature-specific notification options. At a minimum, SMTP settings must be configured to enable email functionality.
SXP Employee email configuration overview
For SXP Employee, email SMTP settings are configured under SXP Manager AddOn > Administration > SXP Employee Config in the Email Setup tab.
Advanced options for SXP Employee are outlined in the following walkthroughs:
- General config settings, including password reset by email: 'General Configuration'
- Expense User config settings, including email notifications: 'Expense User Configuration'
- Sales User Order Pad settings, including email notifications: 'Order Pad Configuration'
- Sales User settings, including email notifications on activity creation: 'Sales User Configuration'
Configuration settings
| Field | Description |
|---|---|
|
Default ‘from’ address |
This address will be displayed in the “From” field.
This is the fallback when overrides aren't configured in advanced options.
This field is required for user-initiated emails. |
|
SMTP server name (DNS name or IP) |
SMTP settings and credentials are provided by third-party SMTP service providers. Work with your SMTP service provider to confirm these settings are correct.
'Enable SSL' is typically required. When an email provider requires a secure connection or TLS, 'Enable SSL' is the setting you must enable.
SMTP server name is required to enable the user-initiated emails feature. |
|
User Name |
|
|
Password |
|
|
Domain |
|
|
Port |
|
|
Enable SSL |
|
Last modified: 01/27/2025/9:58 pm |