Devices > SMTP Server

Creating a New SMTP Server

Select SYSTEM ADMIN > DEVICES in the Navigation Bar to open the “Devices” screen.
Select SMTP SERVER. When selected, two buttons will appear: NEW and EDIT/DELETE.
Click NEW.

This is the “SMTP Server Devices” screen. Here you enter information about your SMTP E-mail Server so that DocuBreeze can use it as a point for Distribution of files.

The items below describe the fields, and those marked on the screen with a red asterisk are required.

CREATE DEVICE

Name: This is the Name of your SMTP server, which will appear whenever you use it within the DocuBreeze system. Example: “E-mail” Required.

Description: You may include a brief description of your SMTP server. This is helpful, but not required. Example: "Company Account."

DEVICE INFORMATION TAB

Host Address: The address of your SMTP server, where you are hosting your e-mail. Example, warehouse.kmbs.com.

Domain Name: You may name the host domain. For example, kmbs.konicaminolta.us.

Port Number: The number of the port that your SMTP server uses to connect to your network. 25 is the default port. Required.

ACCOUNTS TAB

Account Name: By definition, SMTP servers have many e-mail accounts. Write the name of the account you need to access. Example, “manny.” Required

Description: You may include a brief description of your account. For example, “Company e-mail.”

Login Name: Your login name. This will be the same as the login name that you use to access this SMTP server through any other means. Required

Login Password: Your unique, case-sensitive password. This will be the same as the password that you use to access this SMTP server through any other means. Required

Confirm Password: Duplicate your password exactly. Required

A sample completed form follows. The two pictures show both tabs completed.

You must enter at least one Account before you save the SMTP server as a device. Enter the required information and click ADD.
To save your SMTP server as a device, simply enter the required device information (main screen and primary tab) and click SAVE. A successful registration brings you back to the “SMTP Server Devices” screen, with a message saying that your device has been saved.
To edit your newly created device, please see the following section.

Editing/Deleting a SMTP Server Device

If you are not already at the “SMTP Server Device” screen, select SYSTEM ADMIN > DEVICES in the Navigation Bar.
This brings you to the “Devices” screen.
Select SMTP SERVER. When selected, two buttons will appear: NEW and EDIT/DELETE.
Click EDIT/DELETE.

You are brought to the “Search” screen. Criteria pertaining to the search that you want to perform will automatically be included in this screen. Click SEARCH.

Notes:

If criteria are not automatically chosen for you, choose Devices and SMTP Server from the drop down menus.
Clicking SEARCH with no criteria entered will display a list of all devices;.

Select the device you would like to edit from the list displayed by clicking on its link.

Edit: To Edit the device, change information and resave. The only information that cannot be changed is the device name. Click SAVE.

Delete: To Delete the device, simply click DELETE. Conflicts that may prevent you from deleting the device are noted; all conflicts must be resolved before you can delete the device.