I. Overview
1) FineReport supports sending and receiving emails.
2) The POP3/SMTP service can be configured for senders in Manage -> System -> Mailbox. The email history is displayed here as well.
3) Email addresses for recipients can be defined in User.
II. Instructions
Select Manage -> System -> Mailbox. The settings are outlined in the table below.
| Configuration Item | Note |
|---|---|
Mail Server | Select a sending server from the drop-down list. Custom input is supported here. |
Port and Encryption |
Note: if you choose any method here, please make sure to add the encryption certificate into the trusted list of Java certificates, otherwise the client will be unable to read encrypted responses. |
Sender Address |
Note: '#' and '&' symbols are supported in sender mailbox names |
Password | Password for the email. Normally it requires an authorization code from the mail service. |
Show Name | Custom texts supported. |
Send Test Mail | Click to check if the mailbox configuration works. Note: in case SMTP.qq.com (the QQ mailbox server ) is unavailable, please enter SMTP.exmail.qq.com. |
View Email History | Users can search the email history based on conditions such as recipients, template names, dates, etc. |
Note:
the body of emails is displayed in HTML, and unsupported fonts are changed to SimSun.
Unsupported fonts are those containing special symbols (such as space, "-", etc.) in font names, like "Windding 3".
Let's take Gmail as an example.
1. Enable POP3/SMTP Service
Reference: https://support.google.com/mail/answer/7126229 and https://support.google.com/mail/answer/7104828
1) On your computer, open Gmail.
2) In the top right, click Settings -> See all settings.
3) Click the Forwarding and POP/IMAP tab.
4) In the "POP download" section, select Enable POP for all mail or Enable POP for mail that arrives from now on.
5) In the "IMAP access" section, select Enable IMAP.
6) At the bottom of the page, click Save Changes.
2. Generate Authorization Code
1) Sign in to your Google Account by https://myaccount.google.com/, and click "Security".
2) "2-Step Verification" needs to be enabled in section "Signing in to Google", before you can use "App passwords". Click on the button.
3) Login to the account again and select "Other" for App. Enter a name, and click on Generate.
4) Please copy and save the authorization code as it will be displayed only once.
3. Mailbox Configuration on the Platform
1) Go to Manage -> System -> Mailbox and add the following settings
Mail Server: SMTP.gmail.com
Port and Encryption: click the button to expand
Port: 587 for TLS Encryption, and 465 for SSL Encryption
Encryption Method: SSL Encryption, TLS Encryption and Do Not Encrypt
Sender Address: enter the Gmail address with POP/IMAP already configured
Password: enter the authorization code copied from Google
Show Name: custom name for display
2) Click Send Test Mail.
3) Enter the email address of the recipient and click OK.
4) The mailbox is successfully configured if you see the following message.
5) The recipient will receive the email as shown below.
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