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- Create your email account
- If using Gmail, enable the “access for less secure apps” option - for Exchange the mailbox will need to be imap enabled.
- Create an Email Integration Credential from System Admin
| Advanced | API Configuration - Create an Email Integration Reply Template for the response email message from the System Admin
| Email Templates - Create an Email Integration Alias for the email account and any associated mailbox aliases from the System Admin
| Advanced | Email Integration Alias - Enable and schedule the “Process email integration” Scheduled Process Email Integration” scheduled process from the System Admin
| Advanced | Scheduled Processes
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