Email messages from your practice to your Document Hub users are sent via an email service set by Access Software Australia If this causes confusion for your users, your Admin user can enter your own email settings.
The default email address can be updated to reflect an email address used in your practice.
This will result in:
emails sent to Document Hub users will show that they come from the practice email address.
undelivered emails to invalid email accounts will set a notification to the practice email address
Configure Document Hub to send email messages using your practice’s email server:
Login to Document Hub or click the link in your activation email.
In the Accountant’s Practice ID text box, enter the ID for your practice.
In the User Name/Email Address text box, enter Admin.
In the Password text box, enter your password.
Click Login. This opens the Staff Users tab of the "User Setup" window.
6. In the left menu, click Options. This opens the "Options" window.
7. In the Company Level Options section, locate and hover over the SMTPSettings option and click
icon. This opens the Edit Email Settings window.
8. In the Edit Email Settings window, complete these fields:
a. In the Host text box, enter the domain name of the practice's email server (for example, host.mypractice.com) or leave this field blank to use the Access HandiSoft server.
b. In the Port text box, enter the port number your incoming mail server (most mail servers use 143 or 993 for IMAP, or 110 or 995 for POP), or leave this field blank to use the Access HandiSoft server.
c. From the Protocol dropdown list, select the email protocol from these options: SSL, TLS 1.0, TLS 1.1, or TLS 1.2.
d. In the User Name and Password text boxes, your login credentials are displayed.
e. In the Email text box, the email address associated with your account displays. If you want to send a test email to a different email, you can change this email address.
9. Click Test. This sends a test email to the email address.
Configuring Document Hub settings for exchange users
If you are using an Exchange Mail Server and are experiencing difficulties configuring the company email address follow the steps below:
It may be necessary that you refer this article to your IT provider, in order to configure the portal for Exchange mailbox users.
In some instances, you may need to configure a receive Relay Connector. This is common with multi-function devices such as network attached printer/scanners, or applications such as backup software that send email reports.
You must create a receive connector with the following properties:
Accept IP from anywhere
Bound to your LAN adaptor
But requires authenticated users
Must use Port 587
To permit a non-Exchange server to relay mail it may be necessary to create a new Receive Connector on the Hub
Transport server.
Launch the Exchange Management Console and navigate to Server Management, and then Hub Transport.
Select the Hub Transport server you wish to create the new Receive Connector on, and from the Actions pane of the console choose New Receive Connector.
3. Give the new connector a name such as “HandiSoftRelay ” and click Next to continue.
4. You may wish to leave the local network settings as it is, or you can use a dedicated IP address for this connector if one has already been allocated to the server.
Using dedicated IP addresses for each connector is sometimes required if you need to create connectors with different authentication settings, but for a general relay connector it is not necessary to change it.
5. Highlight the default IP range in the remote network settings and click the red X to delete it.
6. Click the Add button and enter the IP address of the server you want to allow to relay through the Exchange server.
7. Click OK to add it and then Next to continue.
8. Click the New button to complete the wizard.
The Receive Connector has now been created but is not yet ready to allow the server to relay through it. Go back to the Exchange Management Console, right-click the newly created Receive Connector and choose properties.
Select the Permission Groups tab and tick the Exchange Servers box.
Select the Authentication Tab and tick the Externally Secured box.
Apply the changes and the Receive Connector is now ready for the server to relay through.
May need anonymous users unless using the WAN IP for AWS to the receive connector.
Once you have made the necessary changes in your Exchange Server you will need to go to: https://documenthub.handisoft.com.au/ClientPortal/
Login using steps 1-6 at the beginning of this article.
Fill in the required details.
Ensure port 587 is open.
