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Provide a name in the Portal Name field. If you are interested in using multiple SMTP mail gateways, you can configure multiple portals. Be sure to name the portals appropriately so you can tell them apart when using them.
Provide the host name and port used by the SMTP server. This could be an IP address for internal servers, or could be an FQDN, if leveraging an SMTP service through a hosted email platform or SMTP mail service. Refer to your IT team, or to your mail gateway provider’s documentation to understand what the values should be here.
Provide Username and Password details to authenticate if required.
Square 9 always recommends you test the connection before putting a portal into production. Leverage the test feature in the portal.
Provide a sender address.
Provide a recipient address.
Click the Send Test Email button. Note, and errors will display in the notifications area (Red Bell on error) in the GlobalCapture toolbar.
Click Save.
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