Overview
By default, LodgeiT sends client emails (esignature request) directly from [email protected], not from user's email address. Once user enabled this feature, it will allow the user to send mail notification (such as e-sign) to your client from through your personal mailbox (Office 365, Gmail, etc). It will provide an ability to keep track of emails sent and receive client's responses directly into your inbox.
The big advantage of this - is that we don't store user account credentials, it's more transparent for the user as he sees what permissions he provides to application. The user can disconnect the mailbox anytime by simply switch to LodgeiT Mail Server. In this case e-sign mail notification will be sent from our system mail server.
1. Navigate via gear wheel located at the top right of your LodgeiT interface and select "Settings".
2. Press "Emails"
You may also consider this feature, agents can set a specific list of emails to be always CC'd. It can be helpful when you use LodgeiT as Outgoing Mail Server.
Select the appropriate Mail server and fill your credentials/SMTP settings. In any moment you can switch back to the default system LodgeiT SMTP mailbox by selecting "LodgeiT Mail Server"
LodgeiT will have access to outbound mails only. LodgeiT cannot read, nor modify and nor delete any user mails.
See below example on how to facilitate a forward of an email that rides out on the dedicated address used by the firm for emails sent via LodgeiT.
You can override the name on your "Email Settings" page.
The display name will be shown on mail you send. If blank the trading or legal name is used by default.
Note: It doesn't work with Microsoft. You can change the name in your Microsoft account instead.
Helpful guides:
How to make team member as "CC" to esign request?
NOTE: If you want to use "Other", you must secure assistance from your email provider (Company/Admin), not from us.
Error: When using smtp settings the system tries to send test email to check the settings are correct. If a user receives this error (below) - it means the credentials provided from their SMTP provider are invalid.
- Please check SMTP host.. Different services are unable to connect to it.Please let your IT person check that.
- Try to change the SMTP port from 587 to 465 or to 25, in some cases this is the reason.
- Please pay attention to the password which is case sensitive, for instance PassWord and passwoRD are different."
Email address view (Sender)
Email field "From" will contain agent's firm name.
Below example shows that the client received an email from the tax agent firms "Noble Accounting". Note that this is only available for Google (Gmail) SMTP Provider only
Microsoft always takes the sender's name from user's MS profile.
Related Article:
Troubleshooting Sending Client Emails
How to get signed copy of the client tax return
Other related Article:
Form Workflow Sequence and E-signature