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Multiple SMTP accounts for different functionalities

Overview

This feature allows an office using TDO to configure two or more email accounts to send emails from TDO.

Note: This feature is available in TDO 12.290 or newer. To view instructions for configuring SMTP server settings in earlier versions of TDO, please view this article.

 

Detailed Steps

  1. Open the menu Setup>Site Configuration>Add/Edit Practice and Doctor Emails

 

  1. The Emails – Server Definitions window will open.  Note: the SMTP settings from Edit Control Table will be moved to this window after updating TDO to 12.290 or higher.

 

  1. Click on Add to start adding SMTP accounts.

     
    Warning:

    Ensure that you have Added a new record before you begin editing any information. Otherwise, you will overwrite information for one of the existing SMTP configurations.

 

  1. Enter the new email server on Short Name field. For Instance: the practice name

  2. Enter the SMTP server on Server Address field. For Instance: stmp.gmail.com for those users with Google email accounts.

  3. Enter the Port number on Port field.

  4. Enter the time in seconds on Timeout field.

  5. Enter the Practice name or Doctor’s name on Author Name field.

  6. Enter the email address on Author Email field.

  7. Enter the email address on User Name field.

  8. Enter the password for the email address in the Password field.

  9. Check the box Require TLS Connection or Require SSL Connection depending on the protocol the email provider uses.

 

  1. For Replicated offices, make sure to select the default location for that Email Server.

  2. Click Save.

    Note: Users can add as many emails as they wish.

 

In Letters Module:

  1. Open the Letters Module.

 

  1. Click on the Email From drop-down list to choose the email settings to be used.

 

  1. Once the letter is emailed out the first time, TDO will remember the email settings used last, so it will be the new default email setting to be used in Letters Module for the user logged on to TDO.

    NOTE: if the default location hasn’t been setup then TDO will take the top one in the list.

 

In New Collage:

  1. Open Organizer>Select the image (es) to be emailed using the new Collage feature.

  2. Click on the Email Selected Images. Make sure to click in the ‘white’ envelope icon or click on the arrow next to the icon and select Publish.

 

  1. Once the collage is ready to be emailed, click on the Email From drop-down list to choose the email settings to be used.

  1. Email the collage.

  2. Once the Collage is emailed out the first time, TDO will remember the email settings used last, so it will be the new default email setting to be used in Publisher for the user logged on to TDO. NOTE: if the default location hasn’t been setup then TDO will take the top one in the list.

 

In Old Email:

  1. Open Organizer>Select the image (es) to be emailed using the old email icon shown below.

  2. Click on the Email Selected Images. Make sure to click in the ‘red’ envelope icon or click on the arrow next to the icon and select Email.

 

  1. Click on the From drop-down list to choose the email settings to be used.

 

  1. Once the image (es) is/are ready to be emailed out, click Send.

  2. Once the email is sent out the first time, TDO will remember the email settings used last, so it will be the new default email setting to be used in Email for the user logged on to TDO.

    NOTE: if the default location hasn’t been setup then TDO will take the top one in the list.