- Using Workbooks Server to send Emails
- 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
We recommend that you set up your existing SMTP server to send emails from within Workbooks.
If you want to use the Workbooks servers to send your outbound emails then we would suggest you setup your SPF records in DNS so that the Workbooks servers are recognised as a valid source of email for your domain. This will reduce the likelihood that your email is blocked as spam.
Your IT team or company that manages your DNS records can help with the configuration. They need to add something called the TXT record to DNS. The details are below:
TXT "v=spf1 ip4:126.96.36.199/28 ip4:188.8.131.52/28 mx ~all"