Emailing

Custom SMTP settings

• This section is found under Settings + Configurations + Emailing
• Allow our system to utilize your email server. Emails can then have a custom "From" address to further white-label the portal and aide in deliver-ability.
  • Enter Host Name
  • Enter Port #
  • Enter Username/Password if applicable
  • Enter From Address (For Office 365 users, it should be a dedicated inbox/licensed user type account)
  • Save the changes

Send Test Email

• System will send a test email to the internal default contacts under the "Users" section.
  • **If you don't receive a test email, you may need to white-list our system IP addresses**

Change Master Template

• Allows you to set a custom look/feel to all email communication
  • Modify template CSS/HTML code and colors, at your undertaking.
  • Option to revert to default