Setting up email configurations

The setting up of email configuration needs to be created to ensure that the relevant email templates are available, visible and can be assigned to a specific process. Example: only certain email templates need to be accessible from within an application, only certain email templates need to be accessible from within an investor etc...

To find out how to create email templates, click here.

1. To setup an email configuration in Clearmatch, navigate to Home Pages > Notification Management: 

2. Select the Application Email Configs option under Email Configuration:

3. In the number of items to show filter,  ensure that ‘500  entries’ has been selected. The purpose of doing this is to ensure that there has not been one setup previously:

4. To create a new application email configuration setting, click on the cross/plus icon in the top right-hand corner

5. Select the Finance Company from the drop down list, that this workflow is associated with:

6. Select the Originator Group from the drop down list (usually based on the Finance Company and may automatically populate):

7. Select the Product from the drop down list NOTE: if a specific Finance Company and Originator Group has been selected, the associated product should be inserted by default:

8. Select the Email Template from the drop down list NOTE: this is an email template that has already been created:

9. To save the application workflow, simply click on the button. If for any reason, you would like to exit out of this, click on the  button.

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