Extension Kit for M-Files | Unitfly
  • Solutions
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
    • Extension Kit REST Object Type
    • Extension Kit Process Intelligence
  • Pricing
  • Resources
    • Learning
      • Insights
      • Extension Kit Academy
    • Technical
      • Documentation
      • Release notes
      • Free trial
      • Download center
    • Support
      • Community
      • Contact
  • Solutions
    • DOCUMENT ACTIONS

      • Work with barcodes, watermarks, and images
        Automatically add and read barcodes, or add or remove watermarks and images.
      • Encrypt and decrypt files
        Automatically encrypt and decrypt files in M-Files.
      • Work with electronic and digital signatures
        Automatically add signatures and digital certificates to your documents.
      • Gain more control over your PDF files
        Merge, split, convert, undo conversion, and revert to the original document.
      • Sync data between Excel or Word with M-Files
        Populate Excel and Word files or read data from documents to update/create objects in M-Files.
      • Perform advanced file export/import
        Import files from SFTP or file share and read associated metadata. Export files and metadata. Zip/unzip documents.
      • AI and ML classification and metadata extraction
        Use the power of AI and Machine Learning to automatically classify and extract important documents

      OBJECT ACTIONS

      • Automate object creation and duplication
        Create and duplicate objects from templates and sync between vaults.
      • Validate objects and metadata
        Control object permissions and validate related objects and metadata
      • Control object numbering and versioning
        Define any custom object versioning and numbering formats

      INTEGRATIONS

      • Advanced SQL integration
        Set property values from SQL, call stored procedures, execute SQL functions, and more.
      • HTTP integrations
        Keep systems in synchronization using HTTPS and REST API.
      • Office 365 and Microsoft Azure integration
        Use Azure or Office 365 services to exchange the data with M-Files

      REPORTING AND ANALYTICS

      • Create reports from M-Files data
        Define the dataset and create scheduled or user-triggered reports in multiple formats.
      • Export M-Files data for process analysis
        Export M-Files data in event-based format for process analysis

      PROPERTY OPERATIONS

      • Automatically set property values
        Use prebuilt expressions like Math, Date, Regex, and other operations
      • Copy and set property values
        Set properties on objects or copy from other based on different rules and triggers.
      • Count and math operations on related objects
        Enumerate related objects and apply math operations on properties

      NOTIFICATIONS

      • Send emails to external parties
        Send branded emails to external parties based on predefined rules.
      • Send emails with attachments
        Define which documents you want to automatically attach to your emails.

      UI

      • Embed web pages in M-Files
        Display external reports and web pages directly in M-Files tabs.
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
    • Extension Kit REST Object Type
    • Extension Kit Process Intelligence
  • Pricing
  • Resources
    • Learning
      • Insights
      • Extension Kit Academy
    • Technical
      • Documentation
      • Release notes
      • Download center
      • Free trial
    • Support
      • Community
      • Contact
Get started free
Extension Kit for M-Files | Unitfly
  • Solutions
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
    • Extension Kit REST Object Type
    • Extension Kit Process Intelligence
  • Pricing
  • Resources
    • Learning
      • Insights
      • Extension Kit Academy
    • Technical
      • Documentation
      • Release notes
      • Free trial
      • Download center
    • Support
      • Community
      • Contact
  • Solutions
    • DOCUMENT ACTIONS

      • Work with barcodes, watermarks, and images
        Automatically add and read barcodes, or add or remove watermarks and images.
      • Encrypt and decrypt files
        Automatically encrypt and decrypt files in M-Files.
      • Work with electronic and digital signatures
        Automatically add signatures and digital certificates to your documents.
      • Gain more control over your PDF files
        Merge, split, convert, undo conversion, and revert to the original document.
      • Sync data between Excel or Word with M-Files
        Populate Excel and Word files or read data from documents to update/create objects in M-Files.
      • Perform advanced file export/import
        Import files from SFTP or file share and read associated metadata. Export files and metadata. Zip/unzip documents.
      • AI and ML classification and metadata extraction
        Use the power of AI and Machine Learning to automatically classify and extract important documents

      OBJECT ACTIONS

      • Automate object creation and duplication
        Create and duplicate objects from templates and sync between vaults.
      • Validate objects and metadata
        Control object permissions and validate related objects and metadata
      • Control object numbering and versioning
        Define any custom object versioning and numbering formats

      INTEGRATIONS

      • Advanced SQL integration
        Set property values from SQL, call stored procedures, execute SQL functions, and more.
      • HTTP integrations
        Keep systems in synchronization using HTTPS and REST API.
      • Office 365 and Microsoft Azure integration
        Use Azure or Office 365 services to exchange the data with M-Files

      REPORTING AND ANALYTICS

      • Create reports from M-Files data
        Define the dataset and create scheduled or user-triggered reports in multiple formats.
      • Export M-Files data for process analysis
        Export M-Files data in event-based format for process analysis

      PROPERTY OPERATIONS

      • Automatically set property values
        Use prebuilt expressions like Math, Date, Regex, and other operations
      • Copy and set property values
        Set properties on objects or copy from other based on different rules and triggers.
      • Count and math operations on related objects
        Enumerate related objects and apply math operations on properties

      NOTIFICATIONS

      • Send emails to external parties
        Send branded emails to external parties based on predefined rules.
      • Send emails with attachments
        Define which documents you want to automatically attach to your emails.

      UI

      • Embed web pages in M-Files
        Display external reports and web pages directly in M-Files tabs.
  • Products
    • Extension Kit Core
    • Extension Kit Document AI
    • Extension Kit Cloud Connector
    • Extension Kit REST Object Type
    • Extension Kit Process Intelligence
  • Pricing
  • Resources
    • Learning
      • Insights
      • Extension Kit Academy
    • Technical
      • Documentation
      • Release notes
      • Download center
      • Free trial
    • Support
      • Community
      • Contact
Get started free
Mail server
  • Do more with M-Files

Extension Kit for M-Files | Documentation

Getting Started

  • About Extension Kit Core
  • User Interface
  • Groups and Modules
  • Installation

Essentials

  • How to Create Rules
  • Rule Execution
  • Common Features

Configurations

  • Orchestrator
    • About the Module
    • Configuration
    • Use Cases
  • Embedded Dashboards
    • Module Introduction
    • Configuration
  • Object Templates
    • About the Module
    • Configuration
    • Use Cases
  • Property Calculations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options
      • Calculation options
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Property Operations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Target-related Options
      • Property error handling behaviour and Act as user
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Document Processing
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options and State actions
      • Action: Convert to PDF or Undo PDF conversion
      • Action: Add or Remove watermark
      • Action: Add or Remove signature
      • Action: Merge or Undo merge documents
      • Action: Restore original / Sync file names with object title
      • Action: Add or Read barcode
      • Action: Add, Replace or Remove file / Add blank page
      • Add digital signature
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto State Transition
    • About the Module
    • Configuration
    • Use Cases
  • E-mail Notifications
    • Module Introduction
    • Use Cases
    • Extension Kit – O365 OAuth Setup Manual
    • Simple Rule Configuration
      • Triggering options
      • Mail server
      • Email configuration
      • Delivery notification and Properties
    • Advanced Rule Configuration
      • Advanced rule configuration
  • Extended Assignments
    • About the Module
    • Configuration
    • Use Cases
  • Extended Auto Properties
    • About the Module
    • Configuration
    • Use Cases
  • Extended Permissions
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Permission Options
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Auto Numbering Properties
    • About the Module
    • Configuration
    • Use Cases
  • Object Operations
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Trigger-related Options
      • Action: Create objects
      • Action: Duplicate objects
    • Advanced Rule Configuration
      • Advanced Rule Configuration
  • Property Builder
    • About the Module
    • Configuration
    • Use Cases
  • Validation
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options
      • Property validation rules
    • Advanced Rule Configuration
      • Advanced rule configuration
      • Advanced Property validation rule configuration
  • SQL Integration
    • Module Introduction
    • Use Cases
    • Simple Rule Configuration
      • Triggering options and Execution mode
      • SQL settings: Value from and Connection string
      • SQL settings: Query and Rollback query
      • Property setting options
    • Advanced rule configuration
      • Advanced rule configuration
  • HTTP Integration
    • About the Module
    • Configuration
    • Use Cases
  • Excel Reader
    • About the Module
    • Use Cases
    • Configuration
  • Excel Writer
    • About the Module
    • Configuration
  • Word Reader
    • About the Module
    • Configuration
  • Word Writer
    • About the Module
    • Configuration
  • Extension Methods
    • About the Module
    • Use Cases
    • Configuration
  • Versioning
    • About the Module
    • Configuration
    • Use Cases
  • Reporting
    • About the Module
    • Configuration
    • Use Cases
    • Extension Kit – O365 OAuth Setup Manual
  • Data Transfer
    • Configuration
    • Use Cases
  • Vault to Vault
    • About the Module
    • Configuration
    • Use Cases
  • Logging
    • Logging
  • Archiving
    • Module Introduction
    • Simple Rule Configuration
      • Triggering options
      • Action type: Compress
      • Action type: Decompress
    • Advanced Rule Configuration
      • Advanced Rule Configuration

Resources

  • Roadmap
  • Extension Kit Academy
  • Community and Support
  • FAQs
  • Release Notes
View Categories
  • Home
  • Documentation
  • Extension Kit Core
  • Configurations
  • E-mail Notifications
  • Simple Rule Configuration
  • Mail server

Mail server

This section allows users to configure the server settings that will be used to send email notifications. The following fields are available by default:

  • Authentication type
  • SMTP server
  • SMTP server port
  • Transport security
  • Username
  • Password
  • Local domain
  • Sender’s e-mail address
  • Delivery notifications enabled

Authentication type #

Mail server > Authentication type

Specifies the authentication type that will be used.

  • UserCredentials (default): Requires a username and password for authentication.
  • Office365OAuth: When selected, additional configuration fields become available: Tenant ID, Application (client) ID, Client Secret, and Scope. Follow the guide here to set up Office365OAuth.

SMTP server #

Mail server > SMTP server

Specifies the server from which the e-mail will be sent.

SMTP server port #

Mail server > SMTP server port

Specifies the port on the given server.

Transport security #

Mail server > Transport security

Specifies the security protocol that will be used in transport.

  • Auto (default): Automatically selects the appropriate security protocol.
  • SSL: Uses Secure Sockets Layer for encrypted connections.
  • TLS: Uses Transport Layer Security for secure connections.
  • None: No security protocol applied (not recommended).

Username #

Mail server > Username

Username of the e-mail account.

Password #

Mail server > Password

Displayed only when Authentication type is UserCredentials.

Password for the e-mail account.

Local domain #

Mail server > Local domain

Displayed only when Authentication type is UserCredentials.

Specifies the local domain.

Sender’s e-mail address #

Mail server > Sender’s e-mail address

Specifies the e-mail address from which the e-mail will be sent.

Delivery notifications enabled #

Mail server > Delivery notifications enabled

Request delivery notifications from the mail server for sent e-mails. Currently, when enabled, it will add an .eml file to the source object.

  • No (default): Delivery notifications are not requested.
  • Yes: Delivery notifications are requested. This will open the Delivery notifications listener section for further configuration.

Tenant ID #

Mail server > Tenant ID

Displayed only when Authentication type is Office365OAuth.

Specifies the Tenant ID from Azure AD. This is mandatory for Office365OAuth authentication type.

Application (client) ID #

Mail server > Application (client) ID

Displayed only when Authentication type is Office365OAuth.

Specifies the ID of the registered application in Azure AD. This is mandatory for Office365OAuth authentication type.

Client Secret #

Mail server > Client Secret

Displayed only when Authentication type is Office365OAuth.

Specifies the client secret of the registered application in Azure AD. This is mandatory for Office365OAuth authentication type.

Scope #

Mail server > Scope

Displayed only when Authentication type is Office365OAuth.

Defines the level of access required by the application when connecting to Office 365. The default value is set to: https://outlook.office365.com/.default. This is mandatory for Office365OAuth authentication type.


Delivery notifications listener #

Displayed only when Delivery notifications enabled is set to Yes.

This section provides IMAP mail server settings for delivery notifications. Requires vault restart for changes to take effect. The following fields are available by default:

  • IMAP server
  • IMAP server port
  • Transport security
  • User credentials from SMTP server
  • Past messages to check on connect

IMAP server #

Mail server > Delivery notifications listener > IMAP server

Displayed only when Delivery notifications enabled is set to Yes.

Specifies the IMAP server used to retrieve delivery notifications.

IMAP server port #

Mail server > Delivery notifications listener > IMAP server port

Displayed only when Delivery notifications enabled is set to Yes.

Specifies the port used by the IMAP server for incoming email connections. The default value is 0.

Transport security #

Defines the security protocol for retrieving delivery notifications from the IMAP server. See the description here.

User credentials from SMTP server #

Mail server > Delivery notifications listener > User credentials from SMTP server

Displayed only when Delivery notifications enabled is set to Yes.

Determines if the same credentials used for the SMTP server should be used for the IMAP server.

  • Yes (default): The SMTP server’s credentials are used for both sending emails and receiving delivery notifications.
  • No: Separate credentials for the IMAP server must be provided. If this option is selected, the Authentication type and Username fields become available for configuring separate login details.

Past messages to check on connect #

Mail server > Delivery notifications listener > Past messages to check on connect

Displayed only when Delivery notifications enabled is set to Yes.

Specifies the number of past messages to be checked and processed when the IMAP server is first connected. The default value is 0, meaning only new messages will be checked.

Authentication type #

Mail server > Delivery notifications listener > Authentication type

Displayed when Delivery notifications enabled is set to Yes, and User credentials from SMTP server is set to No.

Specifies the type of authentication used for connecting to the IMAP server. When selected, additional fields will be displayed based on the chosen authentication type. See the description here.

Updated on May 1, 2025
On This Page
  • Authentication type
  • SMTP server
  • SMTP server port
  • Transport security
  • Username
  • Password
  • Local domain
  • Sender’s e-mail address
  • Delivery notifications enabled
  • Tenant ID
  • Application (client) ID
  • Client Secret
  • Scope
  • Delivery notifications listener
    • IMAP server
    • IMAP server port
    • Transport security
    • User credentials from SMTP server
    • Past messages to check on connect
    • Authentication type
Extension Kit for M-Files | Unitfly
Extension Kit for M-Files | Unitfly
  • Solutions

Products

  • Extension Kit Core
  • Extension Kit Document AI
  • Extension Kit REST Object Type
  • Extension Kit Cloud Connector
  • Extension Kit Process Intelligence

Resources

  • Documentation
  • Community
  • Insights
  • Extension Kit Academy
  • Release notes

Get started

  • Pricing
  • Free trial
  • Contact us
  • Download center
Get updates and tips on Unitfly products!
Products Newsletter
Extension Kit Tip of the Week
Auclio Newsletter
  • Privacy & Cookie policy

© 2025 Unitfly

zicer logo negative
hamag bicro logo