You can set up the email to define recipients and the contents of the email. To view the steps to configure email, click on the links below.
Basic Settings
To set up the basic configuration, complete the steps below.
1. Click Settings.
2. The Settings page appears. On the Settings page, under the E-MAIL heading, click Basic Settings.
3. The Basic E-Mail Settings window appears. On the Basic E-Mail Settings window, enter the required settings.
4. To save the settings, click [Save].
Advanced Settings
There are two scenarios while configuring advanced settings.
Scenario 1- Without using Own SMTP Settings
To configure advanced settings, complete the steps below.
1. Click Advanced Settings.
2. The Advanced E-Mail Settings page appears.
NOTE: Previously, when user sent an Email from BrightBooks, the sender details would include
the email address provided in the Basic E-mail Settings. If there is no email address present
in Basic E-mail Settings, the sender details would include the email address used for logging
in to the application. Currently, Emails sent from BrightBooks will now be sent “from”
‘no-reply@brightsg.com’.
3. To save the settings, click [Save].
Scenario 2 - Using Own SMTP Settings
1. Click Advanced Settings.
2. The Advanced E-Mail Settings page appears. On the Advanced E-Mail Settings page, tick Own SMTP Settings.
3. The required placeholders become enabled and let you enter details, once Office 365 is chosen as a Server Type. This new feature allows you to use an existing Office 365 email id to send or receive emails.
4. Click Connect after entering details to link your Office 365 account.
5. You are redirected to the Microsoft login page, where you are required to enter your credentials (email address and password).
6. If two-factor authentication is enabled, you will receive a notification on your registered phone to approve the sign-in.
7. Your Office 365 email address is now connected with BrightBooks. You can disconnect it by clicking on the Disconnect button if required. The details are automatically saved.
8. Going forward, your email address is auto-populated while sending an email.
Validation
If you are looking to connect your Office 365 account to BrightBooks, you need to make sure that your modern authentication for Office 365 is enabled. Click here to check through the steps and enable, them if you face issues.
Email Templates
You can configure email templates for default content in the body, signature, and attachments. To configure email templates, complete the following steps.
1. Click Email Templates.
2. The Email Templates page appears. On the Email Templates page, do the following, as required.
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- Click the required tab, for example, Credit Note.
- Under the clicked tab, edit the subject in the SUBJECT field or click one of the merge fields.
- Repeat the earlier step in the case of the BODY field.
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3. To save the changes in the template, click [Save].