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Using Workbooks Server to send Emails


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: ip4: mx ~all"

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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 s ...

Take the time to set up at least one Email Account before trying to send email from within Workbooks.

Workbooks can send email that comes "from" the sending User. This means that any rep ...

In this part of the Configuration area you can:
Control whether or not emails from within your database are sent via the Workbooks server, or your own server. We recommend the latter
Maintain y ...