Article Content

Overview

External email communication allows external stakeholders (Submitters) without platform access to submit objects to Triage through email or objects created in the Portal. 

Before an Administrator can enable external email communication, they must create an Email Setting (system-generated email address) and assign the system-generated email address to a form connected to the object type referenced on the Emails Settings screen.

User Account Requirements

The user account you use to log into Resolver must have Administrator permissions.

Related Information/Setup

You must set up an Email Setting to enable the Submitter property on a form. Please refer to the Creating an Email Setting article. 

For more information on Anonymous Portal Submissions, please refer to the Using the Anonymous Portal article.

To enable emails to appear on the Communications tab of a form, please refer to the Configuring a Standard Form Header article.

For further information on the external email communication pop-up, please refer to the Configuring the External Email Communication Pop-up article.

Navigation

1. From the Home screen, click the Administration icon.

Administration Icon

2. From the Administrator Settings menu, click the Admin Overview link.

Administrator Settings Menu

3. From the Admin Overview screen, click the Configurable Forms tile under the Views section.

Configurable Forms Tile

4. From the Admin: Configurable Forms screen, from the list of forms, click the form that you want to enable external email communication on. 

Enabling External Email Communication

1. From the Admin: Edit Configurable Forms screen, click the Edit Header Section icon in the Form Header section.

Edit Header Section Icon

2. From the Edit Form Settings pop-up, under the Form Features section, select Emails and/or Comments from the list.

Emails and Comments Options

3. Click the Done button to save your changes.

Done Button