Configure Email Settings

After installing your EMS system, configure email settings to ensure secure and reliable communication that aligns with your organization’s standards.

1. Navigate to System Administration > Settings > Email Settings.

   1. The Email Settings dialog opens.

2. Select your email method

   1. Use SMTP (OAuth Required):

      • Leave Use SMTP selected.

      • Enter the appropriate values for Mode, Server, and Port in the SMTP Email pane.

        As of April 30, 2026, EMS Desktop Client requires OAuth authentication for external SMTP servers. You must configure OAuth using a Client ID, Client Secret, and Token URL. This ensures compatibility with Microsoft’s authentication standards and enhances security.

      • The Desktop Client now uses the EmailSenderOauth class for sending emails.

   2. Use Microsoft Outlook Only:

      • Select this option to send all emails through Microsoft Outlook.

   3. Use SMTP for Mass Email Only, Otherwise Use Microsoft Outlook:

      • Select this option if you want to use Outlook for individual emails but use SMTP (with OAuth) for mass email functions found in the Browser and Calendar.

      • Enter values for Mode, Server, and Port in the SMTP Email pane.

      • Note: Lotus Notes is no longer supported for new installations. The option remains visible only for legacy customers.

   4. Use Gmail (OAuth Required):

      • Select this option to use Gmail for sending emails.

      • Important: Gmail also requires OAuth authentication for SMTP. Configure the necessary OAuth settings.

3. Finalize Settings

   • Click OK to save your configuration.

Additional Notes:

Lotus Notes is deprecated and not supported for new installations. Existing legacy customers may still see the option, but it should not be used for new deployments.

The EmailSenderOauth class manages all email sending, attachments, and recipient handling for SMTP and Gmail configurations​​.