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THE QUESTIONNAIRE MUST BE COMPLETED FULLY INCLUDING THE SMTP INFORMATION TO SCHEDULE INSTALLTIONINSTALLATION

To configure your system for emailing, calendar invitations and certain integrations, we require the following information:

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If you have authentication disabled, in office365 make below changes for  SmartAdvocate account

1. Open the Microsoft 365 admin center and go to Users > Active users.

2. Select the user, and in the flyout that appears, click Mail.

3. In the Email apps section, click Manage email apps.

4. Verify the Authenticated SMTP setting: checked = enabled.

5. When you're finished, click 

6. Save changes.

SmartAdvocate is fully compatible with Office 365 and after the installation there will be additional reconfiguration to be performed if your office uses Office 365. There are several parameters in the System Parameters (Internal) administrative page with the Group Description “Email Settings.” These list the email account and credentials used to send email from SmartAdvocate. The “EmailServer for emails” parameter will definitely need to be updated to reflect the Office 365 SMTP server; the others (in particular the port) may also need to be changed as appropriate.

You may have to perform similar settings as above if you have other email systems such as gmail.

Also, you can download a template for submission and return responses via email to Implementation@SmartAdvocate.com. Please click below to download and complete the installation questionnaire:

Word:

Fillable PDF:

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Gmail.

For additional options to complete your Installation Questionnaire, please click here.

All DATA COLLECTED IN THIS PROCESS AND INFORMATION SHARED BACK TO CUSTOMER AND OR VENDOR IS CONFIDENTIAL AND PROPRIETARY.

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