Skip to main content

Tres Email Configuration and Email Signature

www.trestechnologies.com
© Tres Technologies. All Rights Reserved.

Tres Email Configuration and Email Signature

  • Updated

If you would like to send e-mails directly from Tres to your clients, your mail server and E-mail settings must be configured for SMTP, Gmail or Office365. Email configuration is unique to each user, and has to be set up on an individual basis.  

To access your User Profile, click on the Profile icon in the Navigation Bar.

Move down to Email Configuration

email config1.PNG

Office365: 

  • Mail Server: Select Office365
  • Make sure your browser has the popups enabled as you will be prompted to select an email account when sending your first email from Tres. 
  • You can log into Tres with Microsoft. Click on "Sign in with Microsoft"  to generate an authentication popup. Enter your credentials and the system will connect to accounts. Note: Multiple users cannot be linked to the same account.

user profile1.PNG

If users receive a pop-up similar to the one below, click the 'Learn more' link for information on what settings need to be changed or updated in the Microsoft account.  Click here for additional information.  

Gmail:

  • Prerequisite - connect your user profile to Google by clicking on "Sign in with Google"  to generate an authentication popup. Enter your credentials and the system will connect to accounts. Note: Multiple users cannot be linked to the same account.

  • Mail Server: Select Gmail

  • Make sure your browser has the popups enabled as you will be prompted to select an email account when sending your first email from Tres.

user profile1.PNG

 

Other Mail Server's SMTP Settings 

For SMTP (Like Yahoo): 

SMTP Server Name = smtp.mail.yahoo.com 

Mailbox User Name = email address (example: test123@yahoo.com) 

Mailbox Password =  Yahoo email password 

 

For AOL: 

SMTP Server Name = smtp.aol.com 

Mailbox User Name = email address (example: test123@aol.com) 

Mailbox Password = AOL email password 

 

For Hotmail: 

SMTP Server Name = smtp.live.com 

Mailbox User Name = email address (example: test123@hotmail.com) 

Mailbox Password = Hotmail email password 

Email Signature

Create a user specific email signature by clicking the + Add Email Signature button. Type or paste your email signature in the box. Signatures will appear by default in all email popups across the program.

Note: Signatures will not display when creating Email Templates, but will display when selecting an Email Template from an email popup.

If you are having issues with too much space between lines in your signature, hit Shift + Enter when moving to a new line.

email sig.PNG

 

Related articles