System/IT Settings: Email Settings

PolicyTech uses your organization's email system to notify users that they need to take certain actions, such as reviewing, approving, or reading a document.

Note: Email must be set up correctly for the Periodic Report Emails feature to be available (see Emailing a Report from a Saved Setup for details on this feature).

To set up email or change email settings,

1. Click System Settings, click System / IT Settings, and then click Email Settings.

Note: You may want to consult with your information technology (IT) person before setting up email.

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2. Refer to the following sections for details on each tab of settings:

• Outgoing Mail
• Bulk Mail Settings
• Scheduler & Delivery
• Error Reports

3. Click Save.

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