Background

The Assemblage Emailer Tool can either use a globally defined mail server configuration settings when sending emails, or can use your instance of Outlook.  These instructions apply to those firms who wish to use a globally defined mail server.  This is useful if your firm doesn't use Outlook as your email handler or uses the 64-bit version of Outlook.

Note:  Because Assemblage is a 32-bit application, it does not integrate with the 64-bit version of Outlook.

Configuring the Globally defined configuration settings:

This configuration is available from the main Assemblage application, Tools->Preferences, Email, or in the Emailer tool directly.  You can access a shortcut to the emailer tool under "Tools -> Preferences" in the Emailer tool directly.  To access the Emailer tool directly, navigate to X:\Assemblage\Tools (where X: is the network drive where Assemblage is installed)

Please work with your system administrator to get the SMTP Server properties configured for your specific mail server.

The From address will be the address the test email will be sent from.  The To address will be the address the test email will be sent to.

Testing

It is very important to click the Send Test Email button and confirm that you get a green checkmark.  You should also confirm that the recipient (To address) receives the test email.

Having trouble?  Here's a link to: Troubleshooting Tips

Note for Office365 Users

See below for the SMTP Server settings if you use Office365.