If you are not going to be sending EFT Notifications or plan on Contacting Us via The Scheduler, you can skip this section.
Outlook Setup
If you are using the local version of Outlook in The Scheduler all that is required is to toggle the Use Outlook switch. The Scheduler has a built in link to send emails via Outlook. This will disable the Web Mail toggle if it was set.
Office 365 Setup
All that is required to set up The Scheduler to access Office 365 is to have your email address and password from the Office 365 environment.
|
•Activate the Web Mail toggle switch. •Enter the Host and Port information as recommended by your Office 365 configuration.
•Enter your Office 365 email address. •Enter your Office 365 eMail password to the App Password and Confirmation fields. •Click the Save Setup button and the give 'er a test... •Enter a valid email address to send the test message... •... and click the Send eMail button. •The results are displayed in the Event Log.
If successful ... The Scheduler is ready to send your notifications by Office 365. |
GMail Setup
Note: 2-Step verification required to set up The Scheduler to access your GMail account.
|
•Sign on to your Google eMail account. •Select the "Google Account" icon on the upper right corner of your browser window. •Click on the "Security" settings menu option.
Click on the "2-Step Verification" menu option and follow the instructions. Once this is done, you can continue to create an "App Password" for The Scheduler. |
|
•Sign on to your Google eMail account. •Select the "Google Account" icon on the upper right corner of your browser window. •Click on the "Security" settings menu option. |
|
Click on the "App passwords" row.... |
|
Verify your identity... and click the "Next" button. |
|
Select "Other (Custom Name)" from the drop down menu.... |
|
... and define "The Scheduler" then click the "Generate" button to have your Google account create a password for The Scheduler. |
|
This 16 character text string is your connection from The Scheduler to GMail that will allow you to send Notifications and reports such as the Client Snapshot to your clients.
Copy & Paste the value displayed into The Scheduler. |
Now .... back in The Scheduler navigate to the Organization setup tab...
|
•Activate the Web Mail toggle switch. •Enter the Host and Port information as recommended by your GMail configuration.
•Enter your GMail address. •Paste the 16 character generated password string from your Google account to the App Password and Confirmation fields. •Click the Save Setup button and the give 'er a test... |
|
Test eMail •Enter a valid email address to send the test message... •... and click the Send eMail button. •The results are displayed in the Event Log.
If successful ... The Scheduler is ready to send your notifications by GMail. |
