Configure an Email Channel

You must set up an email channel to enable users to send and receive emails in contract requests.

Perform the following steps to configure your email channel:

1. In the Setup and Maintenance work area, go to Manage Communication Channels.

2. On the Service Channels page, click Create Channel.

   A screen similar to the following is displayed.

   

3. In the Create Channel window, select CRM as the Stripe Code.

4. Select Collaboration as the Purpose.

5. Select E-Mail as the Channel Type.

6. In the Account Name field, paste the full Access Point Value URL that was copied from step 3 of the Register Access Points for Inbound Emails setup section).

7. Ensure that the Channel Code is unique.

8. (Optional) Enter a Display Name to indicate any information about the channel such as the name of the organization for the channel.

9. Leave the Business Unit as blank.
10. Select the Active checkbox.

11. Click Save.

A new entry will be added to the Channel Setup section of the Manage Email Configuration, Registration, and Validation page.