Open the Menu in the upper right corner of your screen
To send your documents such as invoices, estimates or orders by email, you will have to choose between three different delivery systems: you can use Holded's servers , configure delivery from your email server or use your email campaign provider .
Use Holded's servers
Under Email Sending , select Send from Holded from the
The Email Name corresponds to the sender's name. It can be yours or your company's.
Type the email address where responses will arrive in the Reply To
Choose the public recipients ( CC) that you want to copy. They will be displayed by default in all your conversations.
Choose the hidden recipients ( BCC) that you want to copy. They will be added by default to all your conversations.
Configure sending from your SMTP server
With this option, available only for Advanced and Premium plans, emails will be sent using your own server email provider like Gmail or Outlook.
Under Email Sending , select Send from your SMTP from the
Fill in the Name, Reply To, CC and BCC fields as explained above
In Send From, type the sender address that you want to appear in your emails
The field SMTP Username corresponds to your SMTP email address
Gmail : Your Gmail email address
MS Office 365/ Outlook: Your Office 365 email address
The SMTP password is the password to access the server
Gmail : create a specific password to connect your account
MS Office 365/ Outlook : the password of your Office 365 email
In SMTP Server write the address of your server
Gmail : smtp.gmail.com
MS Office 365/ Outlook: smtp.office365.com
The SMTP Port field refers to the SMTP port
Gmail : 465
MS Office 365/ Outlook :587
The TLS checkbox is used to activate the TLS security protocol
Gmail : This option has must be enabled
MS Office 365/ Outlook: This option must be disabled
If you use Gmail , you'll need to enable two-step verification , as well as creating a application password specific to connecting your Google account to Holded and approve access to less secure applications .
Set up sending from your email marketing provider
With this option the emails will be sent through the server of your own external provider between Mailjet, SendGrid or Mailgun.
Under Email Sending , select Send from your provider from the dropdown
Fill in the Name, Reply, To CC, BCC and Send From fields as explained above
Select your provider from those available
In Public API Key paste the public API key of your account if your provider requires it
In the Private API Key field, paste the private API key of your account
If your provider is Mailgun, select the region between EU and US
Check your email history
In the Email History you can find all emails sent from Holded, as well as the linked document , the address of the recipient and whether it was received and opened successfully.