Connected Mail

Knowledge Base · Email Documents

Applies to: Connected 12, Connected on Demand

Leveraging an external direct email process is an excellent way to manage outbound email communications from Connected. By not relying on third-party applications like Microsoft Outlook, Connected is less likely to encounter issues caused by updates to those external programs. For example, the "New Outlook" option shown on most PC's that is incompatible with Connected.

ARTICLE CONTENTS

1. Connected Mail System Requirements
2. Setting up a Users Account
3. Sending Emails

1. Connected Mail System Requirements

Using Connected Mail requires the following:

• Connected on Demand or Connected 12
• A valid SMTP email account
• Connection to the internet

Connected Mail is designed to send outbound email from within Connected. Sending documents like order confirmations, customer invoices, statements, purchase orders, and sales quotes are all supported with Connected Mail. Simply put, Connected Mail works in all places that email previously worked and replaces the need for a third party application.

2. Setting up a Users Account

For each user, under Preferences, there is a tab called Email. Under the Email tab is where all the settings can be entered and saved for an external email.

To enable Connected Mail (for specific users):

1. While logged into the the specific user account, select File → Preferences.
   
2. In the Preferences window select the Email tab.
3. Select the Connected Mail option in the Send Email Via dropdown list, as shown in the following screen.

   NOTE A Connected user account can use either MS Outlook (PC and macOS), Apple Mail (macOS only), or Connected Mail. However, only one method can be active for an account at a time.

   
4. Once Connected Mail has been selected, the following information will be required:

   NOTE In this example the Mailersend service is used, integrated to an Office365 account. Click for → Mailersend info and pricing.

   Outgoing Server URL

   Port Number

   From Email Address

   Email User Name

   Email Password

   Email Signature (This can be used with Connected Mail or Application based Mail)

   
5. Send a test message via the Send Test Message button, and if the setup is correct, a message indicating a successful test will appear.
   
6. Click Save to keep the information entered. Once Save is selected, the Preferences window will close.

3. Sending Emails

Once the set up is complete, and a successful test email has been sent, then a user can simply use the existing process to email documents directly from Connected. Reference Link: Email from Connected