Mailbox Configuration Settings

Use Mailbox settings to configure mailboxes used for e-mail submissions and cross-database posting.

The following options are available on the Mailbox Settings page for projects that are enabled to allow submissions:

• Account Settings
  • Mailbox E-mail Address

    Type the full e-mail address of the account.

  • Login Name

    Enter the login or user name of the mailbox account that will be used for e-mail submission.

  • Mailbox Password

    Type the password for the e-mail address, and then verify it. Users submitting items do not need to know this password.

  • Mail Server

    Select the mail server to use for this mailbox. You can select the default option (defined in SBM Configurator for on-premise systems) or you can select a mail server that you have defined in Application Administrator. For details on adding mail servers in Application Administrator, refer to Mail Servers.

• Submission Options
  • Allow External Postings

    Select this check box to allow submissions from external SBM databases. (On-premise only.)

  • Allow External Post Updates

    Select this check box to allow updates from external SBM databases to be submitted through this mailbox. This check box must be selected if items in the current system will be posted to an external SBM database. (On-premise only.)

  • Parse Fields and Values Found in Message Body

    Enables the SBM Mail Client to scan the body of an e-mail for field value pairings and parse the values into fields on a new item. Note that this option is selected by default; however, you can disable it if you do not want the Mail Client to attempt to do this. For more detail on this feature, refer to Specifying Fields and Values in the Message Body.

• Response Options
  • Project for Submission

    If you are adding or editing a mailbox for a specific project, the project name is indicated here.

    If you are adding or editing a mailbox from the global Mailbox page, navigate to the project you want to use for this mailbox.

  • Use Confirmation Template

    Select this check box to send users a confirmation e-mail message for successful submissions, and then select an e-mail template from the list.

  • Use Error Template

    Select this check box to send users an e-mail message for failed submissions, and then select an e-mail template from the list.

    Note: You can also choose to edit the existing template or add a new one. For details, refer to Working with E-mail Submission Templates.
  • Template Reply Address

    Type an e-mail address that should appear in the From address field for confirmations and error messages. User replies to confirmations and error messages will be sent to this address.

  • Reply with E-mail Recorder Address

    Select this option to have the E-mail Recorder mailbox address automatically inserted in the To field when a user replies to an e-mail submit confirmation or error message.

• Anonymous E-mail Submit Options
  • Allow Attachments

    Select this option to allow external (non-SBM) users to include attachments with anonymous e-mail submit messages. In addition:

    • Decide if you want to allow or block certain types of attachments on new items. You can allow specific file extensions by entering a case-insensitive, comma-separated list of approved file extensions. For example:

      doc,docx,txt,xls,xlsx

      You can also use a semi-colon as the delimiter instead. If it is easier to specify file extensions that are not allowed, enter a list of those instead.

    • Enter the maximum allowable size for attachments. Any attachments included in the e-mail submission that exceed this limit will not be added to the new item.
  • Use Confirmation Template

    Select this check box to send a confirmation e-mail message for successful submissions, and then select an e-mail template from the list.

  • Use Error Template

    Select this check box to send an e-mail message for failed submissions, and then select an e-mail template from the list.

    Note: You can also choose to edit the existing template or add a new one. For details, refer to Working with E-mail Submission Templates.
  • Use Error Template for Spam Submission

    Select this check box to send an e-mail message when spam is detected, and then select an e-mail template from the list.

  • Enable Spam Checker

    Select this check box and configure a submit limit to enable spam checking. This option prevents a non-SBM from flooding the mailbox with e-mail submissions.