Email Configuration in O4

Users can configure their email settings in O4 for Microsoft Office 365 and Microsoft Exchange. This article will explain how to configure your email from the Home page in O4.

1. On the O4 Home page, click File then Email Configuration.

2. The Email Configuration page will appear. Click the E-Mail Connector drop-down to switch to Microsoft Office 365 or Microsoft Exchange.

Microsoft Office 365

1. Enter your email address in the Email Address field. This is required.

2. The following field are optional:

• Auto-CC- an email address to be automatically carbon copied on every email.
• Auto-BCC- an email address to be automatically blind carbon copied on every email.
• Signature- an email signature to appear on every email.

3. Click .

4. A new tab will appear prompting the user to sign in. 

5. Once signed in, grant OASIS permission to send emails as you. 

Note: some users may require admin approval to grant access. An admin can sign in to grant access for the user. Alternatively, the admin can go to Settings > Org Settings > Services from the Office 365 portal and enable users the ability to consent to applications.

6. Once access has been granted, Authorized will appear on the Email Configuration screen.

7. Click . A message window will appear indicated that the email sent successfully.

8. Click .

Microsoft Exchange

1. Fill out the required information.

• Server- replace "mail.domain.com" with your email server address. "mail.domain.com" is not a valid server address.
• User- the user's email address.
• Password- the user's email password.
• Email Address- the user's email address.

2. Fill out the optional information as needed.

• Domain- enter the email server's domain name.
• Auto-CC- an email address to be automatically carbon copied on every email.
• Auto-BCC- an email address to be automatically blind carbon copied on every email.
• Signature- an email signature to appear on every email.

3. Click . A message window will appear indicated that the email sent successfully.

4. Click .