Configure Vista to send emails through an SMTP email relay. SMTP settings are located on the VA Site Settings form.

1. In Vista, go to Viewpoint Administration > Programs > VA Site Settings > Email Settings tab.
2. To enable SMTP, select the checkbox Send email via SMTP.
3. Select your Email Client. It is recommended to choose an option that supports SMTP OAuth for increased security, so choose from one of the following OAuth options:
   • Microsoft 365
   • Gmail (experimental) – you may find that additional testing is needed
4. Enter values in the Send Email fields:
   • Frequency (sec)
   • Retry Attempts
5. In the SMTP Basic System Settings, enter the Email Address associated with the main administrator account for your email provider. This address will show as the From address that your users will receive.

   The following fields automatically update to the correct values for the SMTP OAuth client you selected: Host, Port.

   The following fields are not necessary for setting up SMTP OAuth: Domain, Username, Password.

6. Enter values in the SMTP OAuth fields. Retrieve this information from your email provider. These fields are editable as long as you selected either Microsoft 365 or Gmail for your email client above.
   • Client ID
   • Tenant ID – for Gmail only, leave this field blank, it is not required
   • Client Secret
7. Test your new configuration before committing your changes.
   1. At the bottom of the form, select Send Test Email.

      The Send Test Email window opens, summarizing your current SMTP settings.

   2. Enter the email address that you want to receive the test email, and select OK.

      You should see a messaging stating Test email sent successfully to [youraddress@email.com]. Check your inbox or spam folder.

   3. Check your email to verify that the message sent.

      If you received the email, your email relay is set up properly.

8. Select OK to save your changes.