You can link your email to inFlow to quickly send documents to your customers / vendors. What’s more, you can set up a different email address for each user in your system.
Note: inFlow only supports SMTP email protocols. Email servers that use any other protocol are not compatible with our system (e.g. Microsoft Exchange).
To change user logins so you can set up the email, go to Main Menu > General > Change User and then log in using your user information.
Once you’ve determined that you’re on the correct user login, go to the Main Menu > Options > Personal Settings and then click Set email settings. You should see the following options:
If your email address ends in gmail.com, pick the Gmail option.
If your email address ends in outlook.com, hotmail.com , live.com or msn.com, pick the Microsoft option.
If your email address ends in yahoo.com, ymail.com, pick the Yahoo option.
After selecting any one of the options above you’ll be asked to enter your email address and password.
If your email address doesn’t end in either of the above options, then you’ll need to use the custom settings option. The specific information required for setting custom email differs from user to user as it’s not something generic. See below for the info you need to look up and input:
Email Address: This is your email address, in full (e.g firstname.lastname@example.org)
Server: This is the hostname of the SMTP mail server (outgoing) used by your email service provider.
Port: This is the port used by the SMTP server (usually 465, 587, or 25).
SSL: This depends on the port used by your SMTP server. Choose based on the following:
|587 or 25||Explicit|
If you know that your SMTP server doesn’t use encryption, select the None option. This option is unrelated to the port number.
Username: This is your username (usually email address) to access your email.
Password: This is the password required for accessing your email.
SMTP mail servers differ across service providers so it’s best to ask them or do a quick search on the internet, for example searching “AOL SMTP Server settings” should give you the settings used by AOL.com. Below are a list of SMTP / port settings for some that we’ve found:
|AOL||smtp.aol.com||587 (or 465)||Explicit (or Implicit)|
|Comcast||smtp.comcast.net||587 (or 465)||Explicit (or Implicit)|
|Yahoo||smtp.yahoo.com||587 (or 465)||Explicit (or Implicit)|
For other locations, please see here.
|465 (or 80)||Implicit (or None)|
If you use a program like Outlook or Thunderbird to open your mail, then you can find the server settings through the program as well.