📧 Setting Up and Connecting Corporate Emails for Clients

Email and external tool integration in customized environments
As a Code Contract partner, connecting and configuring your clients’ corporate emails within the platform is essential to ensure smooth and professional communication.

Step 1: Access Email Settings

• Enter the client’s environment from your partner dashboard
• Go to the email configuration or settings section

Step 2: Add Corporate Email Account

• Enter the corporate email address that will be used to send notifications and documents
• Validate the email by confirming the verification link received in the client’s inbox

Step 3: Verify and Test the Connection

• Send a test email to confirm the configuration is working correctly
• Resolve any errors that arise during the test

Step 4: Customize Messages and Notifications

• Edit email templates to reflect the client’s branding and tone
• Set up automated notifications to be sent to users and participants

Benefits of Proper Email Configuration

• Enhances corporate image in all communications
• Improves delivery of information and documents
• Reduces the risk of emails being flagged as spam