At a minimum, to use email with Agiloft, you must set up an outbound email account to use for sending messages, such as for notifying users automatically when certain types of records are created or updated. Most systems also benefit from setting up inbound email for the Contracts table. This enables users to create or update contract records via email. You can use the same email account for both outbound and inbound messages.

The amount of setup needed in Agiloft depends on your use case. For example, both outbound and inbound email must be configured to enable the following workflow:

1. Emails are sent from contract records, automatically or manually.
2. Email recipients reply with proposed document changes.
3. Responses and proposed document updates are captured in the original contract record.

If you want to send emails from contract records but require recipients to log in to the system to update records, outbound email is required and inbound email is optional.

For information on requirements and to get started with the setup, select your email provider and authorization method:

• Email Setup with Microsoft Graph
• Email Setup with Microsoft OAuth 2.0
• Email Setup with Gmail OAuth 2.0
• Legacy Email Setup with Microsoft EWS
• Legacy Email Setup with SMTP Authentication