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Setting up Your Email for Quote Assistance

Jordan
Updated

 

If you are looking to utilize the new Quote Assistance feature, you will first need to connect to you email server. To do this, you may require IT assistance, or approval

 

Email Authentication 

1. In the steps below we will authenticate a new plugin for an Outlook email. Select “Settings."Email Authentication 1.png

 

2. Select “Plugins” within the Customization settings.

 

Email Auth 2.png

 

3. If the plugin is installed it will be visible in the “Installed Plug-ins” tab. Let’s install the Outlook plug-in as it is not visible. Select “Store.”

 

Email Auth 3.png

 

4. Select “Install” on the Outlook plugin. Learn about our other plug-ins in our resource center.

 

Emai Auth 4.png

 

5. “Save” to begin authentication.

 

Email Auth 5.png

 

6. Select “Authenticate.”

 

Email Auth 6.png

 

7. Follow the prompts from Outlook. Once completed, you will receive a success message from SecturaFAB.

 

Email Auth 7.png

 

 

Set up an Email per Organization 

For your organization to send and receive emails, there is an additional step to set up an email server on SecturaFAB. If you need help with this step, please contact your IT department.

 

1. From the settings menu, select “Email Server” within the Organization Settings.

 

Org 1.png

 

Receiving Emails:

  • From Email Address: This will be the email address that will be used to send the email.
  • Reply To Address: If left blank it will use the From Email address to set as the Reply to email.
  • User Name: The user name to login to the mail server. This should be the same as your email address.
  • Incoming Main Server: The IMAP Email server name.
  • Security Protocol: Encryption method to use when retrieving emails. 
  • SSL Protocol: SSL Protocol to use when retrieving emails. 
  • Authentication: The Authentication type to use when connected to the mail server. 
  • Folder: Folder to read.
  • Read Emails: Read emails from your email account.

Email Auth 13.PNG

 

 

Sending Emails:

  • Outgoing Mail Server: SMTP Server name.
  • SMTP Port: SMTP port to use when sending emails.
  • Security Protocol: Encryption method to use when sending emails. 
  • SSL Protocol: SSL Protocol to use when sending emails. 
  • Authentication: The Authentication type to use when connected to the mail server. 
  • Use as CC: Include this email address as a CC when sending emails.
  • Use as BCC: Include this email address as a BCC when sending emails.
  • Connection: The connection to use when using OAuth2 Authentication.
  • Test Email: Type in the email address to send a test email.

 

Org 4.png

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