Configuring the Firm's Email Settings

Tip: You can expand areas in this window by clicking to the right of the section header.

To enter or edit email information, do the following:

1. Open Dashboard, click on the navigation panel, and then click Settings and defaults under Firm.
2. Click Email Settings on the navigation panel.
3. Enter or edit the system email address that will be used on emails automatically delivered from the CCH ProSystem fx application. This should be the main email address for your firm. Enter the email address in the first box and the domain name in the second.

Note: The domain you enter here will be used to pre-populate the domain for staff.

4. Edit the firm information, if necessary. Explain the available fields

Component	Description
Server address	Enter your firm's server address. Example text format: mail.cch.com numerical format: 165.181.108.105.
Server port	Enter the server port to transfer data effectively. The default is 25. You can enter up to 5 digits. Contact your system administrator for help if you do not have this information.
Timeout	Enter the time in seconds before email timeout: 60 seconds is the default, but this amount can be incremented in 10 second intervals from 10 seconds up to 600 seconds.
Server requires authentication	Select this box if users are required to enter authentication when sending an email.
User name	This user name is only required if the authentication box is selected. This user name is used for authentication purposes when logging into an email server.
Password	This password is only required if the authentication box is selected. This password is used for authentication purposes when sending an email through the system.
Test Settings	Click to test the email configuration entered by sending an email to a specific email address. Once you click this button, you can enter the email address to send the test email to. You will receive a confirmation or error message letting you know the success of the test email.

Note: The SMTP information was originally configured in the setup wizard.

5. Enter your firm's email disclosure. This will be added to the end of firm emails.
6. Click OK.