MyLawClients SMTP Settings

 

MyLawClients SMTP Settings

 

System Administrator Only
These steps should be performed by a System Administrator on your firm's account and should be applied when first setting up the account for better performance.

1. Click on the Settings Wheel

Click on the Settings Wheel

2. Click on SMTP Settings

Click on the SMTP Settings

3. Enable/Disable to Allow Users Own SMTP

This feature allows you to let your users the ability to setup their own SMTP settings to send emails in MyLawClients. They will be able to choose between the Google, Microsoft or the Other SMTP option. They will not be able to choose the MyLawClients option. The MyLawClients SMTP option is only available to Administrators at the Firm level. The users will be able to choose between the firm defaults or to setup their own SMTP. This is useful in the rare case where your users do not alI share a common email provider such as one user has a gmail email and another has a yahoo email. It is recommended to leave this feature "Disabled". Your users will need to have all the necessary SMTP details to setup their own.

 

Enable/Disable to Allow Users Own SMTP

4. Disable to Allow Users Own SMTP

It is recommended to leave this feature "Disabled" unless your users use separate email providers.

See more in the step above.

 

Disable to Allow Users Own SMTP

5. Select Your SMTP Option

To send emails with MyLawClients you will need to setup an SMTP option. MyLawClients provides 4 different options:

  • MyLawCLients SMTP
  • Google/Gmail
  • Office365/Exchange
  • Other

Here you can select the option that best fits your need.

 

Select Your SMTP Option

6. Select MyLawClients SMTP Option

The MyLawClients SMTP option will allow for an easy, secure and stable configuration and is ready to go. No other configurations are necessary.

(Charges will apply with this option. Contact your MyLawClients representative for more details.)

 

Select MyLawClients SMTP Option

7. Select the Google/Gmail Option

If your firm is using Google/Gmail services for its emails, you can select this option to use your existing accounts to integrate sending emails with MyLawClients.

 

Select the Google/Gmail Option

7.1. Enable/Disable Firm Level Defaults

Enable this option if you want to setup Default credentials to be used across all users of your firm. Leave this option disabled if you want each users to use their own credentials.

 

Enable/Disable Firm Level Defaults

7.2. Enter Email to Use as SMTP Login

Enter the email to use as your firm's default SMTP login email for all your users.

 

Enter Email to Use as SMTP Login

7.3. Enter Password to Use as SMTP Login

 

 

Enter Password to Use as SMTP Login

7.4. Check to Force Login Email as From Email

If checked, the Login Email above will be used for all emails as a From Email. If left unchecked then the user's email address will be showing as a From Email. Most providers will require this to be checked. Please check with your provider to see if this is needed.

 

Check to Force Login Email as From Email

8. Select the 365/Outlook Option

If your firm is using Microsoft 365/Outlook/Exchange services for its emails, you can select this option to use your existing accounts to integrate sending emails with MyLawClients.

 

Select the 365/Outlook Option

8.1. Enable/Disable Firm Level Defaults

Enable this option if you want to setup Default credentials to be used across all users of your firm. Leave this option disabled if you want each users to use their own credentials.

 

Enable/Disable Firm Level Defaults

8.2. Enter Email to Use as SMTP Login

Enter the email to use as your firm's default SMTP login email for all your users.

 

Enter Email to Use as SMTP Login

8.3. Enter Password to Use as SMTP Login

Enter the password to use as your firm's default SMTP login password for all your users.

 

Enter Password to Use as SMTP Login

8.4. Check to Force Login Email as From Email

If checked, the Login Email above will be used for all emails as a From Email. If left unchecked then the user's email address will be showing as a From Email. Most providers will require this to be checked. Please check with your provider to see if this is needed.

 

Check to Force Login Email as From Email

9. Select the Other SMTP Option

Select this option if you are using any other email service provider. You are going to need to get the following information from your provider:

  • SMTP Server/Host name
  • SMTP Username
  • SMTP password
  • SMTP port
  • TLS/SSL or Unsecured
 

Select the Other SMTP Option

9.1. Enter SMTP Host Server Name or IP Address

Enter the name or IP Address of the SMTP server of your email service provider.

 

Enter SMTP Host Server Name or IP Address

9.2. Enter SMTP Port

Enter the Port number for the SMTP server. Ususally this number will be 25,465 or 587. Please check with your service provider for the correct port number.

 

Enter SMTP Port

9.3. Check for Secure Connection

Check this box If your provider SMTP server uses a secure connection (TLS/SSL). Check with your provider.

 

Check for Secure Connection

9.4. Enable/Disable Firm Level Defaults

Enable this option if you want to setup Default credentials to be used across all users of your firm. Leave this option disabled if you want each users to use their own credentials.

 

Enable/Disable Firm Level Defaults

9.5. Enter Email to Use as SMTP Login

Enter the email to use as your firm's default SMTP login email for all your users.

 

Enter Email to Use as SMTP Login

9.6. Enter Password to Use as SMTP Login

Enter the password to use as your firm's default SMTP login password for all your users.

 

Enter Password to Use as SMTP Login

9.7. Check to Force Login Email as From Email

If checked, the Login Email above will be used for all emails as a From Email. If left unchecked then the user's email address will be showing as a From Email. Most providers will require this to be checked. Please check with your provider to see if this is needed.

 

Check to Force Login Email as From Email

10. Select Default From Name

Check this box if you want to have all the emails sent from MyLawClients to show the same From Name (Usually you will choose your law firm name) instead of the individual User's name. If you leave this unchecked emails from MyLawClients will show a From Name of the user that sent the email.

 

Select Default From Name

11. Enter From Name

Enter the name that you want to show as a From Name to all your emails. This could be your firm's name.

 

Enter From Name

12. Force Default Name

If checked, the From Name setting above will be used for all emails, ignoring values set by other users. This cannot be overridden at the user level.

 

Force Default Name

13. Default Reply To Email

Check this box to select the following email address as a default for all your clients to Reply To. If left unchecked the reply to email will be your User email address. Leave unchecked if you want emails to be returned to the user who sent the email.

 

Default Reply To Email

14. Enter Default Reply To Email Address

Enter the email address that your clients will reply to when clicking "Reply".

 

Enter Default Reply To Email Address

15. Force Default Reply To Email

If checked, the Reply To Email setting above will be used for all emails, ignoring values set by other users. This will not be able to be overridden at the user level. All emails sent from your firm in MyLawClients will have this value when your clients will try to "Reply" to your emails.

 

Force Default Reply To Email

16. Click Save

Once all settings are entered, click "Save" to register all your settings.

 

Click Save

17. All Done!

You are all done with SMTP settings! Enjoy sending emails from MyLawClients!

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