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

2. Click on 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.

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.

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.

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.)

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.

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.

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.

7.3. 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.

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.

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.

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.

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.

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.

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

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

14. Enter Default Reply To Email Address
Enter the email address that your clients will reply to when clicking "Reply".

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.

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

17. All Done!
You are all done with SMTP settings! Enjoy sending emails from MyLawClients!
Article ID: 22, Created: January 23, 2024 at 11:34 PM, Modified: January 25, 2024 at 6:21 PM