Describes how to enable the email service for your company in Texada Web.
Type
How to
Audience
Texada Web Administrator
Products
Texada Web, Texada Mobile
Context
Enable your company’s email service within Texada Web to enable you to email documents and reports directly from the application. The email service makes use of your existing email services such as MS Outlook or Gmail. Sending email attachments from within Texada Web helps improve the workflow efficiency of your company.
For example, if you need to email a work order report to your manager, you can use the email service to automatically attach the work order report and send it. Not only do you save time by not leaving Texada Web to open another application, but you do not have to download the report, and then attach it in your email service.
The company email service applies for any email functionality within Texada Web, such as work orders.
Before You Begin
Required: Internet connection, valid Texada Web credentials and access permissions, existing email service with valid login credentials
Optional: mobile device with an internet connection
Steps
- In the Texada Web user profile, navigate to Settings > Company Setting tab > Emails
The list of email services opens - Do one of the following:
- If your company uses Google’s Gmail service, click Google and do the following:
- On the Choose an account page, click the account that applies to your company
- If your company uses an email service other than Google’s Gmail, click Others and do the following:
- Enter your email service provider information in the fields provided then click Save
Note: Contact your IT administrator if you are unsure what to enter in the fields
- Enter your email service provider information in the fields provided then click Save
- If your company uses Google’s Gmail service, click Google and do the following:
The email service is enabled in Texada Web