Settings Overview


In the Settings menu, you can change/add mail configurations, see the mail log of your account, and edit/create mail templates for different languages.


In this article:

1. Email

2. Logs

3. Templates

    3.a Email types

    3.b Edit templates

    3.c Add templates for a different language





1) Email


In the Email menu, you have an overview of your account's mail configuration.


The "Provider default" config is enabled by default. This is the default configuration and can never be deleted or edited.


If you have your own mail server and wish to configure FileWizrd to use it, you need to click on Add Config. This will show a new pop-up:





You have to fill out the following fields:


Name: the name of the configuration as it will appear in the Email menu (like "Provider Default").

Server address: the address of your mail server.

Server port: the port your mail server communicates through.

Default sender: the email address that will send the system emails.

Username: the username of the default sender (usually the same as default sender).

Password: the password of the default sender.

Email: this is not required, but you can send a test mail using the configuration to this email address (auto-filled with your currently logged-in user's email address) by pressing the  button.

Encoding: the type of encoding your emails will use.

Use SSL: if turned on, your emails will be encrypted using SSL/TLS.



Note The use SSL option is not restricted to specific versions of SSL or TLS. It only requires that the mail server that you are using can communicate with your provider's server using a mutual SSL/TLS version.
 



✔    You can change to the new mail configuration by selecting it in the list, and then clicking the  button.

✔    You can edit any mail config, except the default one, by selecting it in the list, and then clicking the  button.

✔    You can delete any mail config, except the default one, by selecting it in the list, and then clicking the  button.






2) Logs


Here, you have an overview of all the emails that have been sent by your account.


Let's look at what the columns mean:

Date: the date the email was sent.

Email: the type of email. See templates.

Recipient: the email address of the recipient.

Status: the delivery status of the mail.




Note You can also filter the results by how far back you want to see the mail log (7, 14, 30, 60 days, or all). 
 
You might want to use this option depending on how busy your mailing system is.
 
You can also search for specific users or mail types using the Search bar.
 






3) Templates


In the Templates menu, you can freely edit the template of each email type for several languages.





3.a) Email types


Invitation new user: sent to users when they are created as a user in FileWizrd for the first time. This email contains a link for setting up a password for the user.

Invitation to share: sent to users when they are added to a Share.

Reset password: sent to users when they request a password reset link, or the Resend invitation/password mail option is used.

Welcome admin: sent to users that have been assigned as administrator.

Limit exceeded: sent to admin users when their amount of data / number of users has reached a certain percentage (80%, 100%, 120%) of the limit set by the reseller.

Authentication code: sent to users that use 2FA with the email authentication method when logging in with 2FA to your account. Only applies to users that are primary on your account.




Note The templates "Server installed", "User activated", and "Share Full" are not used, so you can entirely skip customizing them.
 






3.b) Edit templates


To edit a template, click on the language code in the circle ( EN, DE, NL, etc.)


This shows you the template that is set for the given email type in the given language.


✔ Edit the Subject content to change the subject field of the email.

✔ Use the  button under Send test mail to send a test email to the given email address.

✔ Switch between Draft and Published to enable or disable the usage of this template. If your template is only a draft, your reseller's default template for the given language will be used.

✔ There are some information that the email has to contain, depending on the template. These are listed under Required tags. Just click on the tag you want to add, and it will be placed in the template. Missing tags are shown with the standard font-weight, while tags that are already in the template are displayed in a lighter font. If you have missing tags, you can't publish the template and it will not be used.

✔ Use the text editor to edit the template. Press to edit in HTML form. Press the  button to preview your mail.

✔ Press Save to save your changes.




Note If you want, you can also edit the footer and the header of the email separately by pressing Edit footer / Edit header. The editor works the same way as for the templates. The footer and header are not particular to an email type, nor to a language, so they will be included in every single email you send. If you don't want a separate footer/header for your mails, leave these blank, and press save. To test your headers and footers, send a test mail with any of your existing templates.
 






3.c) Add templates for a different language


By default, you will only have English templates available.


To add more languages:

✔    Go to Account, and set the Language to the language you want to add.

✔    Come back to Settings -> Templates, and click on one of the  buttons.

✔    Save the template that pops up.

✔    Notice that you now have access to templates in this language.

✔    Click on the corresponding language circle to edit these templates until you are satisfied. Don't forget to save and publish them.

✔    The mails will now be sent in the language you've set in "Mail language", using the templates you have just made for that language.




Note The template you receive this way might be in English by default.
 
Changing mail language under Account / Mail language will not remove templates for added languages.