Configure email in Engage

TABLE OF CONTENTS

• Introduction
• Configure Email in Engage

Introduction

There are two separate elements to the email configuration in Engage Fees.

• You must enter the email account credentials for each module (if relevant) when you send any email from Engage.
• You must enable emailing inside Engage Fees

Configure Email in Engage

1. In Engage go to Setup > Configuration > System Preferences then the Email tab. You may need assistance or information from your IT manager or ISP to complete this screen.
2. Go to Fees > Setup > Fees Policies and on the General Information tab select Save Invoices to DMS.
3. Select Save.
4. Go to the Email Preferences tab select Use Email.
5. Select Save.
6. Enter a subject in the Email Subject field.
7. Select Save.
8. Engage is now configured to email invoices.

For more information on configuring email in Fees see the Engage Fees Setup guide Fees Policies section.