In this User Guide, we will step through on how to set up connect your Gmail account to link it to Ascora and use it in sending emails whether invoices, quotes, purchases orders, etc.
You'll also be able to configure your Gmail account to send from a different email address and this is helpful if for example, you want invoices sent from an Accounts email instead of your main email account.
...
2.1 If you'll see the following screen after selecting your Gmail account, just click on Advanced.
2.2 Click Go to Ascora (unsafe) to proceed. Please note that this prompt appears as a security measure in Google.
...
To send emails from another account in Gmail, you will need to follow the next steps as described below:
1. Go to the Gmail account you used to set up your current email on Ascora and find Settings which is located within the right-hand side icon menu.
2. Once you are in Settings, go to the tab Accounts and Imports. Next, go to the option Send mail as and click on the Add another email address
3. When you click on this link, a window will pop up and ask which the email address you would like to add.
4. Enter in the email address to be added, then click Next Step and that will display a new window. This will then prompt you to Send Verification which will send an email to the email address you are trying to link.
5. After clicking on Send Verification a new window will pop up asking for some information in regards to the email account you are trying to link.
6. Next, you will need to log into the email address you are trying to link. After you login, you will find an email that was sent as part of the previous verification process.
7. After opening this email, you will need to click on the link to confirm access to this account. Next, copy the confirmation code shown.
8. After copying this code, go back to the main email account and paste that code into the Enter and verify the confirmation code space provided. Click on Verify.
9. The window will now close and show that you have linked a new email address in Send mail as.
10. To test if the configuration was successful, you can create a new email and the “From” option on the email to be sent, will have the two emails available to choose from- the Default email and the new email you just linked to your Gmail account.
11. After those steps are completed on Gmail, go back to your Ascora System Settings and select which email option you would like to set.
...
| Content by Label | ||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...