Email Alert

This action sends an email to the list of provided email address(es). When you run the Workflow wizard and select Email Alert as an action, the wizard prompts you to configure the related settings.

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When you configure the Workflow against a SharePoint source / group (or the generic “All Sources” for SharePoint), the action optionally supports a dynamic recipient selection against either the creator or last modifier of the document (provided by the SharePoint document metadata).

Specify the following:

Field	Settings to specify
Specific recipients	Specify email address to send the alert to. To enter multiple recipient, click + on the right.
Who should the email be sent from?	Specify email sender and SMTP server settings. You can select a pre-configured SMTP server (if any), or specify new connection parameters by clicking the + on the right — then in the Email Server Details dialog enter the following: Host—Enter your SMTP server address. It can be your company's Exchange server or any public mail server (e.g., Gmail, Yahoo). Port—Specify your SMTP server port number. Use SSL—Select this checkbox if your SMTP server requires SSL. From Email—Enter the address that appears in the From field. Username—Enter a user name for the SMTP authentication. Password—Enter a password for the SMTP authentication. NOTE: Netwrix recommends using the Test Configuration Settings option. The system sends a test message to the specified email address and informs you if it detects any problems.

Field

Settings to specify

Specific recipients

Specify email address to send the alert to. To enter multiple recipient, click + on the right.

Who should the email be sent from?

Specify email sender and SMTP server settings. You can select a pre-configured SMTP server (if any), or specify new connection parameters by clicking the + on the right — then in the Email Server Details dialog enter the following:

Host—Enter your SMTP server address. It can be your company's Exchange server or any public mail server (e.g., Gmail, Yahoo).
Port—Specify your SMTP server port number.
Use SSL—Select this checkbox if your SMTP server requires SSL.
From Email—Enter the address that appears in the From field.
Username—Enter a user name for the SMTP authentication.
Password—Enter a password for the SMTP authentication.
NOTE: Netwrix recommends using the Test Configuration Settings option. The system sends a test message to the specified email address and informs you if it detects any problems.

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When finished, click Save to close the dialog and return to email action settings.

Field	Settings to specify
Email Subject	Specify the template for email subject. The template can contain dynamic values from the crawled content (e.g. [cs:PageUrl]). TIP: You can select the corresponding fields from Add a Merge Field list on the right.
Email Body Template	Specify the template for email body. The template can contain dynamic values from the crawled content (e.g. [cs:PageUrl]). TIP: You can select the corresponding fields from Add a Merge Field list on the right.

To modify action settings for a specific workflow, select the workflow and use the Advanced UI window, as described in the Modify Email Alert action settings section.