Revision: c64abce8a3
Edited Company Email Domain & Account
Restore Revision
@@ -1,15 +1,24 @@
-### 1.0 Email Domain
+**You can sync your email account with ERPNext to send and receive emails from ERPNext.**
+
+
+
+### Email Domain
> _Navigation : MY Settings > Email Domain_
You can skip to [2.0 Email Account](https://help.byondhr.com/company-email-domain-account#20-email-account) creation if you are using one of the services listed here:
- • Gmail
- • Yahoo
- • Sparkpost
- • SendGrid
- • Outlook.com
- • Yandex.mail
+ • Gmail
+
+ • Yahoo
+
+ • Sparkpost
+
+ • SendGrid
+
+ • Outlook.com
+
+ • Yandex.mail
1. Click on ‘Email Domain’ and you will arrive at Email Domain Listing.
2. Click ‘+ Email Domain’ to create a new email domain into system, the system will send all email notification via this domain.
@@ -17,7 +26,7 @@
4. Settings such as IMAP/POP3, SSL, TLS, Port No etc. can be setup accordingly. Please refer to your email domain service provider for proper setup.
5. Once setup completed, click save to create Email Domain.
-### 2.0 Email Account
+### Email Account
> _Navigation : MY Settings > Email Account_
@@ -29,17 +38,12 @@
6. Enable Incoming (POP/IMAP) or Outgoing (SMTP) settings if you are allowed to send out or receive emails within the system, additional settings will appear and preset automatically based on the service provider selection. You are allowed to change the preset setting if required.
7. Once setup completed, then click Save. If the email credentials you enter are correct, the email account will be synced.
8. Additional options in Email Account can be configured after email account has been created into system.
-9. For example you can create two email account and refer below as example:
- • [[[email protected]](mailto:[email protected])\] (Outgoing)
- • [[[email protected]](mailto:[email protected])\] (Incoming)
+9. For example you can create two email account and refer below as example:
+10. • \[[[email protected]](mailto:[email protected])\] (Outgoing)
+11. • \[[[email protected]](mailto:[email protected])\] (Incoming)
One for incoming and one for outgoing message, the details setup can be referred in [Additional Options for Email Account](https://help.byondhr.com/company-email-domain-account#21-additional-options-for-email-account).
-### 2.1 Additional Options for Email Account:
+### Additional Options for Email Account:
-<table class="table table-bordered"><colgroup>
- <col style="width: 30%;">
- <col style="width: 70%;">
- </colgroup>
- <tbody><tr>
- <td data-row="1" style="text-align: center;width: 30%;"><strong style="color: windowtext; background-color: transparent; font-size: 14px;">Functions</strong><span style="color: windowtext; background-color: transparent; font-size: 14px;"> </span></td><td data-row="1" style="text-align: center; text-align: center;"><strong style="color: windowtext; background-color: transparent; font-size: 14px;">Descriptions</strong><span style="color: windowtext; background-color: transparent; font-size: 14px;"> </span></td></tr><tr><td data-row="2" style="width: 30%;"><strong style="color: rgb(49, 59, 68); background-color: transparent; font-size: 14px;">Use Different Email Login ID</strong><span style="color: rgb(49, 59, 68); background-color: transparent; font-size: 14px;"> </span></td><td data-row="2"><span style="color: rgb(25, 39, 52); background-color: rgb(255, 255, 255); font-size: 14px;">To use an alternative email login and password to access this account. For example, if you have </span><a href="mailto:[email protected]" rel="noopener noreferrer" style="color: rgb(25, 39, 52); background-color: rgb(255, 255, 255); font-size: 14px;">[email protected]</a><span style="color: rgb(25, 39, 52); background-color: rgb(255, 255, 255); font-size: 14px;"> and you want users to access this email with an alternate email ID, they should tick this checkbox. The recipients will see </span><a href="mailto:[email protected]" rel="noopener noreferrer" style="color: rgb(25, 39, 52); background-color: rgb(255, 255, 255); font-size: 14px;">[email protected]</a><span style="color: rgb(25, 39, 52); background-color: rgb(255, 255, 255); font-size: 14px;"> as the sender. </span></td></tr><tr><td data-row="3" style="width: 30%;"><strong style="color: rgb(49, 59, 68); background-color: transparent; font-size: 14px;">Awaiting password</strong><span style="color: rgb(49, 59, 68); background-color: transparent; font-size: 14px;"> </span></td><td data-row="3"><span style="color: rgb(25, 39, 52); background-color: rgb(255, 255, 255); font-size: 14px;">If you're creating this account on behalf of someone and the password is unknown, tick this checkbox. When the other user logs in, they'll be prompted to enter the password </span></td></tr><tr><td data-row="4" style="width: 30%;"><strong style="color: rgb(49, 59, 68); background-color: transparent; font-size: 14px;">Use ASCII encoding for password</strong><span style="color: rgb(49, 59, 68); background-color: transparent; font-size: 14px;"> </span></td><td data-row="4"><span style="color: rgb(25, 39, 52); background-color: transparent; font-size: 14px;">Ticking this will use ASCII encoding for the password. </span></td></tr><tr><td data-row="5" style="width: 30%;"><strong style="background-color: transparent; color: windowtext; font-size: 14px;">Enable Incoming</strong><span style="background-color: transparent; color: windowtext; font-size: 14px;"> </span></td><td data-row="5"><span style="color: rgb(25, 39, 52); background-color: rgb(255, 255, 255); font-size: 14px;">To set up an incoming Email Account, tick </span><strong style="color: rgb(25, 39, 52); background-color: rgb(255, 255, 255); font-size: 14px;">Enable Incoming</strong><span style="color: rgb(25, 39, 52); background-color: rgb(255, 255, 255); font-size: 14px;"> and set your POP3 settings, if you are using one of the email service providers mentioned above, these will be preset for you.</span><span style="color: rgb(25, 39, 52); background-color: transparent; font-size: 14px;"> </span></td></tr><tr><td data-row="6" style="width: 30%;"><strong style="color: rgb(51, 60, 68); background-color: rgb(255, 255, 255); font-size: 14px;">Default Incoming</strong><span style="color: rgb(51, 60, 68); background-color: transparent; font-size: 14px;"> </span></td><td data-row="6"><span style="background-color: transparent; color: windowtext; font-size: 14px;">If ticked, all replies to your company (eg: </span><a href="mailto:[email protected]" rel="noopener noreferrer" style="background-color: transparent; color: windowtext; font-size: 14px;">replies@example.com</a><span style="background-color: transparent; color: windowtext; font-size: 14px;">) will flow into this account. </span></td></tr><tr><td data-row="7" style="width: 30%;"><strong style="background-color: transparent; color: windowtext; font-size: 14px;">Enable Outgoing</strong><span style="background-color: transparent; color: windowtext; font-size: 14px;"> </span></td><td data-row="7"><span style="background-color: rgb(255, 255, 255); color: windowtext; font-size: 14px;">To set up an outgoing Email Account, tick </span><strong style="background-color: rgb(255, 255, 255); color: windowtext; font-size: 14px;">Enable Outgoing</strong><span style="background-color: rgb(255, 255, 255); color: windowtext; font-size: 14px;"> and set your SMTP server settings, if you are using a popular email service, these will be preset for you.</span><span style="background-color: transparent; color: windowtext; font-size: 14px;"> </span></td></tr><tr><td data-row="8" style="width: 30%;"><strong style="color: rgb(51, 60, 68); background-color: rgb(255, 255, 255); font-size: 14px;">Default Outgoing</strong><span style="color: rgb(51, 60, 68); background-color: transparent; font-size: 14px;"> </span></td><td data-row="8"><span style="background-color: transparent; color: windowtext; font-size: 14px;">Notifications and bulk mails will be sent from this outgoing server. </span></td></tr></tbody></table>
+<table class="table table-bordered"><tbody><tr><td data-row="1" style="text-align: center;"><strong style="font-size: 14px; background-color: transparent; color: windowtext;">Functions</strong><span style="font-size: 14px; background-color: transparent; color: windowtext;"> </span></td><td data-row="1" style="text-align: center;"><strong style="font-size: 14px; background-color: transparent; color: windowtext;">Descriptions</strong><span style="font-size: 14px; background-color: transparent; color: windowtext;"> </span></td></tr><tr><td data-row="2"><strong style="font-size: 14px; background-color: transparent; color: rgb(49, 59, 68);">Use Different Email Login ID</strong><span style="font-size: 14px; background-color: transparent; color: rgb(49, 59, 68);"> </span></td><td data-row="2"><span style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(25, 39, 52);">To use an alternative email login and password to access this account. For example, if you have </span><a href="mailto:[email protected]" rel="noopener noreferrer" style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(25, 39, 52);">[email protected]</a><span style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(25, 39, 52);"> and you want users to access this email with an alternate email ID, they should tick this checkbox. The recipients will see </span><a href="mailto:[email protected]" rel="noopener noreferrer" style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(25, 39, 52);">[email protected]</a><span style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(25, 39, 52);"> as the sender. </span></td></tr><tr><td data-row="3"><strong style="font-size: 14px; background-color: transparent; color: rgb(49, 59, 68);">Awaiting password</strong><span style="font-size: 14px; background-color: transparent; color: rgb(49, 59, 68);"> </span></td><td data-row="3"><span style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(25, 39, 52);">If you're creating this account on behalf of someone and the password is unknown, tick this checkbox. When the other user logs in, they'll be prompted to enter the password </span></td></tr><tr><td data-row="4"><strong style="font-size: 14px; background-color: transparent; color: rgb(49, 59, 68);">Use ASCII encoding for password</strong><span style="font-size: 14px; background-color: transparent; color: rgb(49, 59, 68);"> </span></td><td data-row="4"><span style="font-size: 14px; background-color: transparent; color: rgb(25, 39, 52);">Ticking this will use ASCII encoding for the password. </span></td></tr><tr><td data-row="5"><strong style="font-size: 14px; color: windowtext; background-color: transparent;">Enable Incoming</strong><span style="font-size: 14px; color: windowtext; background-color: transparent;"> </span></td><td data-row="5"><span style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(25, 39, 52);">To set up an incoming Email Account, tick </span><strong style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(25, 39, 52);">Enable Incoming</strong><span style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(25, 39, 52);"> and set your POP3 settings, if you are using one of the email service providers mentioned above, these will be preset for you.</span><span style="font-size: 14px; background-color: transparent; color: rgb(25, 39, 52);"> </span></td></tr><tr><td data-row="6"><strong style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(51, 60, 68);">Default Incoming</strong><span style="font-size: 14px; background-color: transparent; color: rgb(51, 60, 68);"> </span></td><td data-row="6"><span style="font-size: 14px; color: windowtext; background-color: transparent;">If ticked, all replies to your company (eg: </span><a href="mailto:[email protected]" rel="noopener noreferrer" style="font-size: 14px; color: windowtext; background-color: transparent;">[email protected]</a><span style="font-size: 14px; color: windowtext; background-color: transparent;">) will flow into this account. </span></td></tr><tr><td data-row="7"><strong style="font-size: 14px; color: windowtext; background-color: transparent;">Enable Outgoing</strong><span style="font-size: 14px; color: windowtext; background-color: transparent;"> </span></td><td data-row="7"><span style="font-size: 14px; color: windowtext; background-color: rgb(255, 255, 255);">To set up an outgoing Email Account, tick </span><strong style="font-size: 14px; color: windowtext; background-color: rgb(255, 255, 255);">Enable Outgoing</strong><span style="font-size: 14px; color: windowtext; background-color: rgb(255, 255, 255);"> and set your SMTP server settings, if you are using a popular email service, these will be preset for you.</span><span style="font-size: 14px; color: windowtext; background-color: transparent;"> </span></td></tr><tr><td data-row="8"><strong style="font-size: 14px; background-color: rgb(255, 255, 255); color: rgb(51, 60, 68);">Default Outgoing</strong><span style="font-size: 14px; background-color: transparent; color: rgb(51, 60, 68);"> </span></td><td data-row="8"><span style="font-size: 14px; color: windowtext; background-color: transparent;">Notifications and bulk mails will be sent from this outgoing server. </span></td></tr></tbody></table>