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Configuring default email account

Updated on June 22, 2022

Some of the flows in the application require an email account to be set up. To configure an email account that references the client-specific email server configuration, complete the following steps:

Pega Foundation for Financial Services
  1. Log in to your implementation application.
  2. Under Records Explorer, select Integration-ResourcesEmail Account.
  3. Update the client-site-specific settings as necessary. Save the changes and then click Test Connectivity.
    If the connectivity test is successful, the application displays a Good status.
  4. After saving the rule, click Test Connectivity to check the rule. Optionally, you can configure the Receiver settings.

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