Email Setup |
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Email Setup & Sending Options
1. Configure Email Settings
Setup SMTP / Email Server
•Go to Company > Application Options
•Enter your SMTP server, email address, and any other required authentication settings.
Custom Email Messages
You can create personalized email messages and set default "From" addresses for the following document types:
•Various Labels
2. How to Email or Export Data
From Any Form with a Print Button
1. If the form has a Print button 
], you can:
2. From the preview window:
•
Click the envelope icon to email the document (choose PDF, Excel, etc.)
•
Click the down arrow to export the document in your chosen format (PDF, Excel, CSV, etc.)
• 
Click the printer icon to print the document
2. 
Batch Emailing (Bulk Send)
You can send emails in bulk from the following modules:
▪Customer Contact & Bulk Email
3. 
Emailing to Multiple Contacts (Per Customer)
Smart-IT lets you send invoices, quotes, and other documents to specific contacts within a customer’s organization.
How to Set Up Contact-Specific Emails
1. Go to Customer > Customer Form
2. Open the Contacts & Address tab
3. For each contact, tick the relevant email permissions:
AE = Allow Emails
AC = Allow Contact
Allow Invoice
Allow Quotes
Example Scenario:
In this example:
Contact Emails Phone Invoice Quotes
Monkey ✅ ✅ ✅ ✅
Poppet ✅ ✅ ✅ ❌
•Monkey will receive everything
•Poppet will not receive quotes
➕ New Customers
By default, all contact options (email, invoice, quotes, etc.) are enabled when creating a new customer. You can deselect any options you don’t need.
Note:
Companies not using Microsoft Outlook can make use of the SI Email module as you would have with Outlook. See Company > SI Emails
