FileInvite allows you to send all client-facing emails through your own SMTP server, giving you more control over branding, deliverability, and security.
📌 What Is SMTP?
SMTP (Simple Mail Transfer Protocol) is the industry standard for sending email. By using your own SMTP configuration in FileInvite, your messages will come directly from your organization’s domain, rather than our default FileInvite email server.
⚙️ How to Set Up SMTP in FileInvite
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Go to Settings > Account > SMTP
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Toggle ON the SMTP Server option to begin the setup.
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Fill in the required fields for SMTP Server Information:
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Server Host*: The address of your SMTP server (e.g. smtp.yourdomain.com)
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Server Port*: Typically 465 for SSL, 587 for TLS, or 25 for non-secure
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SSL: Choose
None,SSL, orTLSbased on your mail server's security configuration -
Sending Address: The “From” email address clients will see (e.g. no-reply@yourdomain.com)
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Enable Authentication (if required by your mail server):
Check the box for “This Server Requires Authentication” and input:-
Username: Usually your full email address
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Password: Your email account’s SMTP password
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Click Test Connection to confirm that everything is set up correctly.
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Once successful, click Save Settings to apply.
💡 Tip: Use a dedicated email address (e.g. notifications@yourdomain.com) for sending client emails to avoid deliverability issues from user-specific accounts.
🧪 Troubleshooting Tips
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Double-check your server’s host, port, and encryption settings with your IT team or provider.
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If your test fails, try temporarily disabling antivirus/firewall software during testing.
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Ensure the sending address is allowed to send through the configured SMTP server.
✅ Benefits of Using Custom SMTP
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Improves email deliverability
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Emails appear more professional and branded
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Full control over sender domain and compliance policies
📢 Note: SMTP configuration is available to accounts on Business plans only. Contact Sales to learn more.