How to set up email
Description
Cause
Resolution

Using Outlook, Twilio, or Gmail

Using SMTP email connection

  1. Open menu 7-1 Company Information.
  2. Select Email and Fax Configuration.
  3. Enter the Email Server and Port#. If the mail server requires authentication or SSL (Secure Socket Layer), checkmark the applicable boxes.
  4. Select File, Save.
  5. Open any report printing window and select any report.
  6. From the toolbar, click the Email this report icon.
  7. Click Email Settings.
  8. Select from the following options:
    • Send email using Microsoft Outlook – Enter your Outlook email address in the Email Address box.
    • Send email using this alternate SMTP connection – Enter the Mail Server and Port#. If required by the email provider, check Requires authentication and Uses SSL. Enter the Email Address and Password for your email account.
       NOTE: This option won't work if your email account uses 2-factor or Multi-Factor Authentication.
  9. Click Save.
[BCB:154:Chat 100 Contractor US:ECB]

 

 

 

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