Some email accounts providers use modern authentication to connect to EXACT, this is called OAuth 2.0 and is part of the process when configuring your email account in EXACT.

Authentication and Re-Authentication

Once an email account is connected your system will hold an authentication token, this token can expire, at which point you will need to re-authenticate your email account.

💡Tip: EXACT will alert admin users via an Email Warning prompt re-authenticate. When this message appears, click Re-authenticate Now, then follow the on screen steps to ensure your practice can continue to send and receive emails.

Manual Authentication

1. Go to Configure - Email and SMS Setup.
2. Select your email provider.
   • Your current email setup will already be highlighted, if your provider is not listed, it may use Other Email or Microsoft Office 365.
   • Some email providers utilise Microsoft Office servers and therefore require this option to be selected, the provider specific help article will advise you if this option is to be selected.
   • Currently only Microsoft Office 365 and Gmail have provider specific authentication options within EXACT.
   • Click Next.
3. Confirm the settings are correct or update as necessary.
4. Click Authenticate.
   • Follow the on-screen steps to authenticate your email account.
5. Once the authentication process is complete, your email Status will display a green tick with the wording 'Authenticated'.