Email (SMTP) SMTP Setup in Experience

Modified on Wed, 28 Feb 2024 at 09:27 AM

TABLE OF CONTENTS


Introduction

Facility:  SY_M_004, NS_M_000

Menu Path (Finance):  System Settings → Setup → Company Controls → Email Settings tab

Menu Path (Insurance):  Insurance → Setup → Module Controls → Email Settings


Experience can be setup to send emails directly to your customers and suppliers. Documents (Invoices, Receipts, Statements, Renewal Notices, etc) can be sent after posting or when doing inquiries directly from your email account. 


Email settings are setup in 2 places, one for generic emails and a specific one for Insurance:

  • Company Controls
  • Insurance Module Controls


Setup Email under Company Controls

Path:  System Settings → Setup → Company Controls → Email Settings tab




ItemDescription
SMTP ServerEmail SMTP name
Example smtp.gmail.com or smtp.office365.com 
SMTP PortEmail SMTP Port
Example 465 or 587 for Gmail, and 25 for Microsoft Hosted Exchange
SSLSet to True for Gmail and Microsoft Hosted Exchange
UsernameEmail mailbox username from which all emails will be sent. Forwarding email addresses cannot be used.
PasswordEmail mailbox password.
Note: Use App Password if MFA is setup on the mailbox
Email FromNormally this is the same as Email Username
Display NameName to be displayed in the Email
Email CCCC all emails to this email address
Email BCCBCC all emails to this email address
PauseThis setting is used when sending emails in bulk.  It is suggested to pause (minimum of 5 seconds) between one email and another to avoid being listed as a spam server.


Once the settings are updated, test it out using the Test email section by sending a test email to your email address.

The 'Copy to Insurance' button will copy email settings from Company Controls to Insurance Module Controls.




Setup Email under Insurance Module Controls

If you wish to use a different email to send Insurance Documents, then fill in the details in the below form to set up a different email account.


Path:  Insurance → Setup → Module Controls → Email Settings






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