How to Test the Global Email Settings for 'Specify a Server'

It is recommended that you test your settings before sending invitations to the portal. To test the 5500 Module settings, navigate to the “Global Email Settings” screen and click on “Edit” to the right of either 'Signer Email' or 'Portal Email'.

 Enter a valid email address in the “Enter Test Recipient” field and click on “Save and Send Test Email”. If a valid SMTP server has been set up properly, you will receive a message stating “Changes have been saved and a test email was sent to [email address]. The valid email address should receive the test email moments after it was sent (it may take a little longer depending on the server). 

 The testing options are available on each module tab.

Reasons why the ‘Specify a Server’ settings may not be set up properly:

1. There are typos within the settings.
2. You have used the IMAP settings instead of the SMTP settings.
3. Your email security is too ‘tight’ (this may not allow our servers to connect to your servers).
4. The ‘from’ address for a given portal user was overridden, so the from address no longer matches the username/password in the SMTP settings, so the SMTP server refuses to send the email.

*If using Office365 as your server, and are running into issues with sending e-mails, (and you have not updated your settings to OAuth)  common issues to check are as follows:

1. SMTP AUTH
   Confirm with your email administrator that SMTP AUTH is enabled for your account.
2. Two-Factor Authentication
   If enabled, you’ll need to use an app password.
   Learn more about app passwords and two-step verification here: Microsoft Support- Account App Passwords
3. SMTP Limitations
   Ensure connections are allowed from our IP addresses:
   • Primary: 4.149.123.203
   • Secondary: 157.55.183.204
   • Tertiary: 157.55.183.205
4. Restricted Account Access
   Some accounts are flagged for access only through outlook.office365.com, which prevents local Outlook installations or SMTP connections.

Note: Most email programs will not display the emails sent through the ‘Specify a Server’ program in your sent email. It is recommended that you set up the BCC field within the email settings with your email address. You could then setup a mail filtering rule to move all incoming mail from your email address into your sent folder (you will need to work with your internal IT staff).