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Outbound e-mail interface

Updated on March 4, 2022

Follow the step below to set up the outbound e-mail interface.

  1. Navigate to Records -> Integration –> Resources -> Email Account. A list of accounts appears.
  2. Select an account and click New to create a new Email Account. The following figure shows an example.
    • The account name is any unique name of your choice. Start with a letter and use only alphanumeric characters.
    • The account type is another unique name starting with a letter and containing only letters and digits.
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