Connected Mail

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.

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.

ARTICLE CONTENTS

• Connected Mail System Requirements
• How Does Connected Mail Work?
• Setting up a Users Account
• Sending Emails

Connected Mail System Requirements

Using Connected Mail requires the following:

• Connected on Demand or Connected 12 (Connected 12 - Fall 2025)
• A valid SMPT email account
• Connection to the internet

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:

Please 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.

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

TIP: Some customers want to see all email communication in one shared folder. A common practice is to create a email that acts as a common folder and have all emails sent from Connected to also BCC this address.  This can be saved in the Connected Email Templates.  Using a BCC address is strongly recommended when using Connected Mail so that items sent, without an email application, can easily be verified.