Sending Accounts

To configure your custom sending account, follow the steps below:

⚙️ Configuration

Go to:
Administration >> Email >> Sending Accounts

1. Click on Add Line

2. Fill in the required information:

   • Account Type – Select Basic, Gmail* or Microsoft* (see note below)
   • Server – Refer to your email service provider’s information
   • Port – Refer to your email service provider’s information
   • SSL – Refer to your email service provider’s information
   • Username – Email account login credentials
   • Password – Email account login credentials
   • Email: From – Email address to be used as sender
   • Name – Display name of the account (your choice)
   • Email: CC – Email address to receive a copy of the message (optional)
   • Email: Reply-to – Email address for recipient replies (optional)

3. After clicking Save, you can click Test to validate the account.

⚠️ The Solidsoft email account, created by default, cannot be deleted, as it is required to maintain communication with the GC Support Line.

📩 Document Association

After a successful test, go to:
Administration >> Email >> Documents

• Assign the selected account display name to each document type you wish to use it for.

🔐 Security Notes

If you’re using Gmail or Microsoft accounts, additional security requirements must be followed:

• Gmail: follow the instructions at
  Gmail Accounts - Simplified Setup

• Microsoft: follow the tutorial shown on the right side of the screen after selecting this account type.