Process management: E-Mail-tab

Content

In the Email tab, you can configure settings for sending emails.

1. The Email-tab in Process Management

To open the Email tab in Process Management, go to the Administration area and open the process management. Then click on the basic process you want to edit or create a new one. You can configure the email settings under the Email-tab (see figure 1).

XiTip
Please note: The options shown in this tab depend on the basic configuration of MOXIS, which was created in collaboration with XiTrust. Therefore, you may see fewer options in your overview. If one of the options would be a useful addition to your current MOXIS instance, please contact your XiTrust contact person.

In addition, some of the settings can be overwritten by the user-defined settings. However, this also depends on your basic configuration.

You have the following options for optimizing the mail configuration of the process:

1. Settings for manual email reminder function:

By checking the box next to Activate email reminders, you can request that a reminder be sent for orders. You can also specify the delivery method (BC or CC).

2. Settings for cyclical notifications for external users:

Check the box here to activate an interval for the email reminder (to the nearest hour).

3. Send individual notifications about received orders:

To activate an item (self-explanatory), please check the box.

4. Send individual notifications about created orders:

To activate an item (self-explanatory), please check the corresponding box. The interval before expiration can be set from four hours to three days using the drop-down menu.

5. Send individual notifications about orders for administration:

To activate an item (self-explanatory), please check the corresponding box.

Click the [Save]-button to save your changes. Discard your changes by clicking the [Reject]-button and delete them by clicking the [Delete] button.