Use remote SMTP servers to send email document deliveries not from noreply@webmerge.me to avoid potential security-issued risk like being blocked by email service providers.
There are two possible ways to configure sending from an SMTP email account in Formstack Documents:
- Configure SMTP at the Account level (only account Admins)
- Configure SMTP for individual deliveries (on specific template documents)
Set this remote feature up in your Formstack account using your Host (domain of the server), Port Number (typically “25” or “465” for SSL), and your company email/password. Here’s how!
Option 1: Account-Level(Admins only): Set via username and password authentication.
Step 1: From your Documents app, select your avatar.
Step 2: Choose SMTP Settings from the available dropdown options.
Step 3: Select Use My Own Mail Server.
Step 4: Choose Basic (username/password) under SMTP Authentication.
Step 5: Enter the necessary information:
- Host
- Port
- Email/Username
- Password
Step 6: Select Test to ensure the configuration is correct.
Set via OAuth authentication
Step 1: From your Documents app, select your avatar.
Step 2: Choose SMTP Settings from the available dropdown options.
Step 3: Select Use My Own Mail Server.
Step 4: Choose OAuth under SMTP Authentication.
Step 5: Select the application from the Provider dropdown.
NOTE: Formstack supports Google and Microsoft providers for OAuth authentication.
Step 6: Select the login button to allow Formstack Documents access to your Google Account and enter any of the necessary information. Please note that whatever account you use for OAuth will be what the send from email will be regardless of any changes you try to make to the send from address.
Step 7: Select Test to ensure the configuration is correct.
Option 2 - Individual Delivery-Level:
Step 1: from the “Deliver” tab in Formstack Documents either edit an existing email delivery, or click the “+ New Delivery” button.
Step 2: Choose “Email” Delivery
Step 3: Choose “+ More Options” and check “Use your mail server to send email (SMTP)”
Step 4: Configure and test your SMTP settings in the same manner described above for the Account-level. Note that any individually configured SMTP Delivery will override any Account-level SMTP settings you may have configured. This allows you the flexibility to send specific document deliveries from their own specifically configured SMTP accounts.
You may also elect to use OAuth SMTP at the Delivery-level as well, in the same manner as described at the Account-level.
Please note: When connecting to SMTP, Google only supports OAuth and not basic authorization. If you're looking for more information, we'd recommend checking out this article.