Email Configuration

Email Configuration

To take advantage of email notification this step will need to be configured, there are a few ways to configure it. Email uses SMTP and configuration will differ between Office 365 and On prem Exchange. Confirm SMTP details with Exchange / 365 admin if required.

Office 365

Service account has a mailbox (SMTP Auth)

If the service account has a mailbox (confirm with IT), you should be able to perform the following process. This will use the account configured within the integration and its username and password send email. Here's more information around this method https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-microsoft-365-or-office-365#option-1-recommended-authenticate-your-device-or-application-directly-with-a-microsoft-365-or-office-365-mailbox-and-send-mail-using-smtp-auth-client-submission

Configure SMTP settings on Exchange integration
  1. Navigate to Client Sense
  2. Click the top right menu and select Configuration
  3. Select the Exchange tab
  4. Edit your integration
  5. Check the SMTP box
  6. Set SMTP Host to smtp.office365.com
  7. Set SMTP Port to 587
  8. Check the SMTP Use SSL box
  9. Click Save
Test SMTP settings
  1. From Configuration
  2. Select the Email tab
  3. Ensure the SMTP Enabled box is checked, if not check it and click Save
  4. Confirm the Email Server Configuration heading is set to Use Exchange Integration, if not select and click Save
  5. Enter your email into the Test Email Server Config box and click Test
  6. If you receive an email, you can now turn on the Email Service switch and click Save

Service account doesn't have a mailbox (Direct Send)


Configure SMTP settings Email settings tab
  1. Navigate to Client Sense
  2. Click the top right menu and select Configuration
  3. Set the Email Server Configuration heading to Use other settings
  4. Enter a display name in the From field such as Client Sense Notifications
  5. Enter a Username (email) to use such as clientsense@organisation.com
  6. Don't enter a Password
  7. Set the Host to the mx endpoint for the organisation, it will typically be the domain replacing any dots with dashes followed by .mail.protection.outlook.com. You may be able to identify the mx endpoint using this tool if it's not behind a spam filter https://mxtoolbox.com/SuperTool.aspx?action=mx.
  8. Set the Port to 25
  9. Check the SSL box
  10. Click Save
Test SMTP settings
  1. From Configuration
  2. Select the Email tab
  3. Ensure the SMTP Enabled box is checked, if not check it and click Save
  4. Enter your email into the Test Email Server Config box and click Test
  5. If you receive an email, you can now turn on the Email Service switch and click Save

On Prem

When the client is using On Prem Exchange it's likely the firm has an SMTP relay configured. Confirm with the firm what the SMTP server address is, hostname or IP

Configure SMTP settings Email settings tab
  1. Navigate to Client Sense
  2. Click the top right menu and select Configuration
  3. Set the Email Server Configuration heading to Use other settings
  4. Enter a display name in the From field such as Client Sense Notifications
  5. Enter a Username (email) to use such as clientsense@organisation.com
  6. Don't enter a Password
  7. Set the Host to the SMTP address
  8. Set the Port to 25
  9. Check the SSL box if specified by the firm
  10. Click Save
Test SMTP settings
  1. From Configuration
  2. Select the Email tab
  3. Ensure the SMTP Enabled box is checked, if not check it and click Save
  4. Enter your email into the Test Email Server Config box and click Test
  5. If you receive an email, you can now turn on the Email Service switch and click Save