Email and Notification Settings

To send out email notifications from an on-premises installation, you must configure a valid email server.

An asterisk (*) indicates that the property is mandatory.

Email Server

You can set up your email server by performing the following steps:

1. Choose the Gear icon in the upper right

2. Select Settings 

3. Select Email from the left navigation menu

4. Ensure the slider is set to the left (Off) for Gimmal Email Enabled setting

5. In the "From" field, enter the Sender address to be used in the email notification

6. In the "Host" field, enter the “Host” which represents the address of the email server which will be sending the messages

7. In the "Port" field, enter the “Port” on the host which is used for SMTP communications

8. Indicate whether “SSL” is used on the email server

9. Indicate if “Default Credentials” should be used to access the email server

   • If "Yes", the email server will be connected to using the Records Management Web’s App Pool

   • If "No", the specified “Username” and “Password” will be used

10. Click Update

The email system can be tested by entering an address in the ‘Test Address’ text box and then clicking Test.

Email Template

Users can specify the details for approval emails sent by the system using the Email Template view.

Only enter plain text in these fields. No markup is allowed.

6. Select Settings from the Main Menu.

7. Select Email Template from the left navigation menu.

8. Enter a custom subject, message body, signature and logo that will be used in the email notification.

9. Choose a .PNG file for the logo. The maximum preferred logo dimensions are W: 300px X H: 100px

10. Click Update.

Notifications

Approvers with any pending action items will be sent a notification based on when they last received an approval notification and the configured schedule. If the schedule is set to Weekly and an approver receives a notification Tuesday afternoon and still has pending approvals the following Tuesday afternoon, they will receive another notification.

Once your Email server is configured, you can configure the interval in which notifications should be sent to users by performing the following steps:

1. Select Settings from the Main Menu.

2. Select Notifications from the left navigation menu.

3. Choose how often to notify users of Pending Action Item by using the slider to select either ‘Manual’ or 'Schedule'

   1. Manual will allow for ‘Push Notifications’ to be sent at a time of your choosing.

   2. Schedule will send notifications to users with records awaiting approvals at the time selected in the schedule. A variety of options for Days, Weeks, Months, and Years is offered. An example for ‘Months’ can be seen below.

      

4. Enter the “Manager Web” URL. This is the address that should be used as a base to generate the link contained in the notification, which will be used to guide the user to the appropriate location based on the notification type.
   Note: This value defaults to the current URL in the browser’s address bar. However, it can be changed to account for load balancing or FQDN names.

5. Click Update.

When Notifications are configured to Manual, a Push Notifications button will be shown on the Secure screen that will, when clicked, manually send notifications to approvers with pending action items. 

Note: This button will not be displayed until your Email Server is also configured.