How to Configure Email

Use this workflow to save or update the Resend email configuration used by PAX outgoing email.

When to use this workflow

Use this workflow before sending email from PAX or when the company's sending domain, API key, sender name, sender address, or reply-to address changes.

Before you start

You need:

• admin or executive access.
• A Resend account.
• A verified sending domain in Resend.
• DNS records completed for the sending domain.
• A Resend API key.
• The sender email, sender name, and reply-to email PAX should use.

Screen path

Dashboard > System Settings > Communications > Email Configuration

Steps

1. Open System Settings.
2. In Communications, select Email Configuration.
3. Select Show Setup Guide if you need the Resend setup checklist.
4. Select Edit Configuration.
5. Enter Resend API Key.
6. Enter From Email.
7. Enter From Name.
8. Enter Reply To.
9. Select Save Configuration.
10. Use How to Send Test Email to verify the setup.

What happens behind the scenes

PAX validates that all four fields are present before saving. The configuration is stored for the tenant and reused by PAX email workflows.

The setup guide points users to Resend domain setup, DNS records, domain verification, API key creation, and a test send. PAX does not verify DNS directly on this screen; the real confirmation is a successful send through Resend.

Related docs

• Email Configuration Overview
• How to Send Test Email
• Email Templates Overview
• How to Email Invoice