Email settings

Sending account, configuration test, templates and automatic sending.

1. Configure the email sending serverChoose the CAPPS server, with no setup at all, or your own SMTP server to send your documents and reminders.
2. Test the email configurationCheck that your sending server works, read the messaging status and send a test email of your templates.
3. Customize the email sent with your documentsWrite the subject, the addresses in copy and the message offered when you send an invoice or a quote, with variables replaced automatically.
4. Send validated documents automaticallyTurn on the automatic email: each validated document goes to the customer at once, with its PDF, using a template shared with the manual email or its own.
5. What to do if an email does not arriveFind the cause of an email your customer did not receive and fix it: address, credentials, port, encryption or server refusal.