Mail Configuration

the mail that will be sent to the merchant for correspondence, during different stages of the onboarding journey can be customized here the 'mail required' toggle docid\ w9nomhq7t3hzdtdypdjv1 button needs to be enabled to use mail as a medium of communication for a particular event during the journey custom integration there are three radio button docid\ ichcwvxymxzb naymmzc to choose the option that can be used for configuring the email as per requirement 1 use signzy's signzy's smtp can be used to customize the mail signzy’s smtp parameters will be applied to this email automatically 2 configure smtp apart from signzy's smtp, there is also an option to customize it by oneself when the 'configure smtp' radio button is selected, a form appears on the right side fill out all the parameters and choose whether to keep the smtp secure or not and click on 'update' the fields that need to be filled for smtp configuration smtp host enter the name of the smtp server/host that will be responsible for sending/delivering the mail smtp port smtp port number to establish the connection between the email client and the email server to send the mail smtp username enter the username of the smtp smtp password enter the password associated with the username of the smtp smtp proxy enter the smtp gateway/proxy that is working as the intermediary server between the sender's email client and the receiver's email server smtp from name the smtp name from which the mail is being sent smtp from email address the smtp email address from which the mail is being sent smtp secure smtp secure toggle is enabled when the smtp server is secured with ssl/tls secure methods in insecure, and secure smtp, ports will differ smtp over tls/ssl transport layer security (tls) and secure sockets layer (ssl) are cryptographic protocols that provide secure communication over a network smtp over tls/ssl encrypts the connection between the email client or server and the smtp server, preventing unauthorized access to the email content and protecting it from interception or tampering to use smtp over tls/ssl, you need to configure your email client or server to connect to the smtp server using the appropriate ssl/tls port the most common ports for smtp over tls/ssl are 465 and 587 the mail can also be configured using dkim(domain keys identified mail) enable dkim enabling this toggle will enable the dkim(domain keys identified mail) it is used to verify the authenticity and integrity of the email message to avoid email spoofing and phishing when this toggle is enabled some more text boxes appear private key (dkim) enter the private key to generate the digital signature for outgoing emails dkim keys consist of a pair of private and public keys for the dkim email authentication process dkim selector enter the dkim selector that is used to identify the specific dkim key that is associated with the domain dkim domain enter the name of the domain for which dkim is implemented to authenticate and sign outgoing email messages 3 configure webhook a webhook is a way for applications to communicate with each other in real time it is a mechanism that allows one application to send data to another application whenever a specific event or trigger occurs this is used for configuring n8n workflow webhooks these workflows can have third party email/sms services integrated within n8n and their workflows can be triggered when a certain event happens(e g application creation, accept docid\ cmq2uitekos81khchp1vw or reject docid\ kpjlbxkdjlzhyq24p4mte , etc ) the webhook can be configured from the 'configure webhook' option in a few simple steps all we need to do is to enter the webhook url and click on the 'update' button email information the email information can be updated by filling out the fields and updating the information the fields that have to be filled are the 'email id' and the 'email subject' for each event of the journey in case of 'application reminder', 'sub merchant reminder', and 'handoff reminder', two more fields are required to be filled in, interval the number of days in which the mail will be sent/triggered interval frequency the number of times the reminder mail will be sent/triggered enter the information in the specified fields and click on the 'update' button customize template this template is the one that applicants will see when an email is sent to them there are two radio buttons to choose the templates that can be used as per requirement 1 default template this is the default template of the outgoing email that is sent to the onboarding customer this is a pre built template design, which can be chosen for each stage/event of the journey 2 custom template the email template can also be customized by uploading the one that belongs to some specific organization or as per requirement the file should be in html format this template is the one that the onboarding customers will see when they receive the email the html file can be uploaded by clicking on the 'choose files to upload' option getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at help\@signzy com