Overview

Oauth provides an extra layer of security for your email address so that the password to your email is not exposed to applications. In lieu, the generated app password is what will be entered in the password field for services like TDO Letters Module.

We will be using Microsoft Outlook as an example in this article but the steps you will see are within ball park for other companies such as Google.

Instructions

1) Log into outlooks website
Look towards the top right to and click on the circled initials
Click on "My Microsoft account"

2) Click on "Security" on the left-hand side

3) Click on "Two-step verification"

4)  Click on 'Turn on Two-step verification'

5) Closely follow the steps. We recommend setting up an authenticator application and please make sure to print or write down your recovery code as these both provide extra security.



6) As previously explained, please proceed to either write down or print this recovery code. You will be required to provide this should you ever lose access to the email account.

7) Click on 'Finish'

8) You should have ended up back on the Security page. Click on "Create a new app password"

9) Your password has been automatically generated. Please keep this password somewhere secure and safe.

10) Log into TDO then go to Setup > Site Configuration > Add/Edit Practice and Doctor Emails



11) Click on the "Add" button
'Short Name' is essentially just a profile name, which you can see towards the top.
Port: 587
Enable 'Require TLS Connection'
Author Name can be the practice name or the doctor's name
Author Email: Enter the email address that you will be using
User Name: Enter the user name for the email address you will be using
Password: Enter the APP PASSWORD that was generated in Step 8
Select a default location that will be using the email address

The setup is now complete and you can proceed to test out the sending of a letter to make sure that it works.