Under Communication the settings that control Sapera's communication features are collected. This covers sending email via an SMTP server, the emails sent on password reset, and how incoming email messages are displayed and processed in the digital inbox.
The category itself contains no settings of its own. It acts as a heading that groups three subcategories, each of which has its own page with specific settings. Use the overview below to proceed to the relevant subcategory.
Open the hamburger menu in the top left corner of Sapera and select Financial. Then go to Setup and select Settings, and open the category Communication.
Access to the settings requires the relevant permissions. If you do not have access, your administrator can grant you the necessary permissions.
Here you configure the SMTP server that Sapera uses to send email. This includes server address, login and password, port number, security settings for the connection as well as the sender address that outgoing emails are sent from. Read more on the page SMTP Server.
Here you specify the settings used when a user requests to reset their password. This includes the link inserted in the reset email, as well as the sender address the email is sent from. Read more on the page Reset Password.
Here you control how incoming email messages are displayed and processed in the digital inbox. This includes, among other things, displaying thumbnails in the list and converting images to PDF on synchronization. Read more on the page Incoming E-mail message.
Want to know more?
Read more in these related articles:
SMTP server
Set up an SMTP server in Sapera so the system can send emails such as order confirmations, customer messages, signature invitations and payment links.
Digital inbox
This article explains how incoming emails with invoices are created, processed and posted in Sapera.
