Use this procedure to configure iPracticeHub to send emails from a single Exchange (Office on‑premises) mailbox. Clients receive emails from this address, and sent emails appear in its Sent folder. Make sure a staff member monitors the mailbox because client replies arrive in its Inbox.
Log in at: see https://login.ipracticehub.com
Go to Setup > Configuration > Integration.
Choose Exchange from the Integrate To dropdown list.
Enter the following settings:
API Name – Exchange API
API Key – the email address you want to send from (for example, [email protected])
Account Key – contact the development team to add a username if the client uses a relay (for example, SMTP2go)
Enabled SSL – enabled by default; you can disable it to send email as TLS only
Port – leave blank to use port 587 by default, or enter a different port if required
Password – the password for the mailbox
API URL – the server name (for example, mail.ipracticeapps.com.au or smtp.gmail.com)
Select Add to save the API.
Test the configuration
Use a manual send to verify the setup.
Go to iTools > Email.
Enter the same Sender address configured in the API.
Enter your email address in To.
Enter Test in the subject and message fields.
Select Send.
If you receive the email, the configuration is correct. Check your spam or junk folder if the message does not arrive.