- Welcome to the Knowledge Base
- Introduction
- Training
- Desktop Environment
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
- Marketing
- Opportunities
- People & Organisations
- Reporting
- Transaction Documents
- Adobe Sign Integration
- Mapping
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- Jira Issue to new Case
- New Workbooks Case to JIRA Ticket
- Wufoo Form Entry to Sales Lead
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Database
- Accounting
- Email & Integration
- Customisation
- Automation
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Using Workbooks Server to send Emails
Tip
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 ip4:80.69.20.160/28 ip4:89.187.105.224/28 mx ~all"
Related content
An Introduction to Email Settings, including how to set up an Email Account in Workbooks.
An overview of what you can do within the Email & Integration section within Configuration.