Introduction

Per environment there are a number of settings you are able to configure to ensure the platform runs properly, such as, document and email template settings, data dump triggers, payment file information for loan disbursement, and third-party application registrations.

General environment settings

You can update the general settings of each Environment by navigating to the Environment details page and selecting ‘Environment’ in the Actions menu.

The template settings table allows you to configure your Formstack account that is used to create documents and e-mails in the workflows.

The E-mail settings tab allows you to configure your SMTP mail server that is used to send out e-mails in workflows.

In this Environment update page, you are also able to view and update settings related to °neo Data, loan disbursement, and application registrations for third-party systems. More details on these Environment settings can be found in the sections to follow.