Configure Email Settings

To configure email settings, follow the steps below:

  1. Go to App Builder > Processes.

    The Processes page appears.

  2. Click either Activity Process or Checklist Process as per your requirement.

    The Activity Process or Checklist Process page appears.

  3. Click the required process card for which you want to configure email settings.
    The work processes in the Activity Process are shown in the above screenshot. If you click on the Checklist Process, the work processes in it will appear.
  4. Under the Permissions and Settings section, click the Email Settings card.
  5. In the Name field, provide a custom name visible to the customer.
  6. In the Your support email field, provide your organization's support email to which your customers send emails requesting assistance.
  7. In the Requester Notifications field, customize the content as per your requirement.
  8. Click Save.