- Setting up your Email Server
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
STEP ONE: Establish the details of your SMTP email server.
If you have your own in-house email system, then your IT staff should be able to provide you with the hostname or IP address of your server. These must be details which are usable from the Internet, not just within your network. If you use a hosted email server, then your service provider can supply you with the details.
STEP TWO: Create a new user on your SMTP email server, which can be used to authenticate against.
Nearly all SMTP servers will block unauthenticated connections. You will either need to configure the server to accept email from Workbooks without further authentication or to create a User Name and Password on your email server, so that Workbooks can use the credentials to authenticate. We recommend the latter since it is more secure.
STEP THREE: (If you use an in-house email server): Allow the Workbooks Servers access to your SMTP server.
If you use an in-house server, it is likely that your firewall will block SMTP connections from Workbooks. Therefore your firewall needs to be changed to allow the servers access.
You need to allow access from two IP ranges on TCP port 25.
Range One: 184.108.40.206/28 (i.e. the addresses 220.127.116.11 through 18.104.22.168).
Range Two: 22.214.171.124/28 (i.e. the addresses 126.96.36.199 through 188.8.131.52).
In addition (but not required), the Workbooks service delivery team use separate infrastructure and occasionally access from their IP address range may be useful. This is 184.108.40.206/29 (i.e. the addresses 220.127.116.11 through 18.104.22.168).
STEP FOUR: Add the details of your SMTP server and the user name and password you created to Workbooks.
Click Start > Configuration > Email & Web > Email Settings.
Enter the hostname (or IP address) of your SMTP server in the Server name field. If you have multiple SMTP servers then you will enter a hostname here which resolves to more than one IP address in DNS. Enter a description.
Select the port number, this is very likely to be port 25, unless your SMTP server has an unusual configuration.
If you are using authentication, enter the User name and Password details that you created on your server.
Use the dropdown picklist next to Email delivery mode to choose 'Use the settings above to send emails'.