Configuring Email Settings for Notifications

Abstract: The second article in a series of articles about Notifications.

For a video demonstration of this procedure, see this video.

Index

1.  Part 1: Getting Started
2.  Part 2: Email Settings for Office 365/Abacus Private Cloud
3.  Part 3: Email Settings for Microsoft Exchange
4.  Part 4: Email Settings for Google Gmail
5.  Part 5: Email Settings for Yahoo
6.  Part 6: Email Settings for Microsoft Outlook (formerly Hotmail)

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Getting Started

1. Select File > Setup > System Options.
2. The System Options window appears. Click Set up Email and SMS Alerts.
3. The Notifications Center Settings window appears. Locate the Email Settings section.
   
   

How you configure email settings depends on what type of email your firm uses: Microsoft Exchange, Google Gmail, Yahoo, or Microsoft Outlook (formerly Hotmail). Use the following sections to appropriately configure the Email Settings section. Remember to click Done when you are finished to save your changes.

To test email settings, click Test Email Settings in the Email Settings section. This will not send out any notifications; rather, it only tests your settings. If this test is successful, you are set up properly.

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Email Settings for Office 365/Abacus Private Cloud

If you are using Office 365, or most service provided through Abacus Private Cloud, enter the following settings:

•  Server: smtp.office365.com
•  User Name: Your email address
•  Password: Your email password
•  Port: 587
•  TLS (SSL): This must be checked.
•  From: Your firm email address (must be a valid email address)

Configure for Direct Send

If AbacusLaw fails to connect using the above settings, try changing Port to 25, and Server to your MX endpoint address. You can find your MX endpoint address by visiting this website: mxtoolbox.com, then entering your email domain (the part after the at symbol, e.g. abacusnext.com from jsmith@abacusnext.com). The Hostname returned on that website is the address that you should enter.

The MX endpoint address can only be used for emails sent to the same domain as the sending email address, and therefore should only be used with staff notifications (if all members of staff use email addresses on the same domain, e.g. the domain of the firm's website). If you need to use it with client notifications, contact APC Support for assistance getting a connector set up that will allow sending to outside domains.

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Email Settings for Local Microsoft Exchange

If you use a local server, ask your IT department for the email settings.

Microsoft Exchange Email Settings:

•  Server: Your email server
•  User Name: Your email address
•  Password: Your email password
•  Port: 25 (or 587)
•  TLS (SSL): Checked or unchecked depending on your settings.
•  From: Your firm email address (must be a valid email address)

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Email Settings for Google Gmail

Google SMTP Email Settings:

•  Server: smtp.gmail.com
•  User Name: Your Gmail email address
•  Password: Your Gmail email password
•  Port: 465 or 587
•  TLS (SSL): Must be checked
•  From: Your Gmail email address (must be a valid email address)

Additional Google Email Settings Requirement:

Google requires an additional setting to be turned on. From your Gmail account, you must follow these steps to turn on Allow less secure apps.

• Click My Account (located in the top-right corner).

• Click Sign-in & security.

• Scroll down to Allow less secure apps and turn it on.

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Email Settings for Yahoo

Yahoo SMTP Email Settings:

•  Server: smtp.mail.yahoo.com
•  User Name: Your Yahoo email address
•  Password: Your Yahoo email account password
•  Port: 465 or 587
•  TLS (SSL): Must be checked
•  From: Your Yahoo email address (must be a valid email address)

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Email Settings for Microsoft Outlook (formerly Hotmail)

These settings are for if you specifically have an outlook.com email address, NOT if you use the Microsoft Outlook email client, or Office 365.

Outlook SMTP Email Settings:

•  Server: smtp-mail.outlook.com
•  User Name: Your Hotmail/Outlook email address
•  Password: Your Hotmail/Outlook email account password
•  Port: 25 (or 587 if 25 is blocked)
•  TLS (SSL): Must be checked
•  From: Your Hotmail/Outlook email address (must be a valid email address)

Links to relevant articles

• Enabling Notifications
• Configuring Email Settings for Notifications
• Configuring Text Messaging Settings for Notifications
• Configuring Staff Notifications
• Configuring Client Notifications
• Setting Up a Twilio Account
• Enabling/Disabling Client Notifications