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SMTP Settings

To be able to email from PinPoint, SMTP settings must be saved correctly within your user profile. You will need to contact your email service provider or your IT staff for your SMTP settings.

The master admin profile must have SMTP settings saved correctly in order for notifications to be sent to users. 

If SMTP settings are set up on the admin profile, users with blank settings for SMTP server name, port, and SSL/TLS will inherit those settings from admin. Users can have different SMTP settings from the admin account, and user settings override defaults from admin (ex. a user would like to use a Gmail account instead of a company email).

  • SMTP Server: the name of your SMTP email server.
  • SMTP Email: your full email address.
  • SMTP Password: your email password.
  • SMTP Port: the port your SMTP server requires.
  • Use SSL / Use TLS: check these boxes if the SMTP settings for your email server require them.

Table of Contents

To view or download the entire manual as a PDF, click here.

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
  • Adding a Folder
  • Changing Folder Information
  • Deleting a Folder
  • Recovering a Folder
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents

    • Filing a Single Document
    • Filing Multiple Documents
    • ARIE Functions

Document Handling
  • Content Search
  • Folder Details
  • FX Functions
  • Creating Stamps
  • Merge Pages to Existing Document
  • Running a Mail Merge
  • Mail Merge Templates
  • Managing Forms
  • Managing Tags
  • Variable Naming
  • Document Retention
  • Recover Documents and Folders
Workflow
  • Completing a Workflow
  • Managing Workflow
  • Managing Multiple Workflows
  • Reassign Workflow
  • Managing Notes & Reminders
  • Supervisor Workflow Management
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Using Setup for Cabinet/Document Types
  • Managing Departments
  • Managing Languages
  • Broadcasting a Message
  • Company Branding
  • SMTP Settings
  • Administrative Logs
Dashboard
  • Regular Dashboard
  • Express Dashboard

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