Set Up Your Email Service

Choose an email service for your relay and set up the company email account.

Adapt these steps to apply them to any email service that supports authenticated SMTP.
Note: This task is intended for technical audiences, such as your local IT consultant, and is a prerequisite for configuring Vista to send emails.

For additional technical details and methods for setting up an email service, log into the Viewpoint Customer Portal and reference the following Knowledge Base article: Changing From TurboSMTP to an Email Service of Your Choice.

  1. Choose an email service that supports authenticated SMTP.

    Common recommended services you could choose for your relay include Microsoft Office 365 and Google Gmail. For more information about using either of these services, see the following articles:

  2. Set up the account. You must allow the following permissions:
    • Allow or enforce authenticated SMTP gateway access. (This is likely not the default state, so make sure to change the setting.)
    • Allow other accounts to send emails on behalf of this account by assigning these accounts send as or allowed sender permissions.
    Tip: Search your email service's help documentation for specific steps and details about these settings.
  3. Run the following PowerShell testing script to make sure emails are sending and everything is working. It is extremely important to complete this testing before you change any settings in Vista.

    You can copy the following code, but insert your own values in the username, password, and Send Mail Message To, From, and SmtpServer fields: 

          [Net.ServicePointManager]::SecurityProtocol = [Net.SecurityProtocolType]::Tls12

      $username = "<username>"

      $password = "<password>"

      $securepassword= ConvertTo-SecureString $password -AsPlainText -Force

      $credentials= New-Object System.Management.Automation.PSCredential ($username, $securepassword)

      Send-MailMessage  -To "<recipient email address>" -From "<sender email address>" -SmtpServer "<SMTP server name>" 
                        -Subject "Test Email" -UseSsl  -port 587 -Credential $credentials

If the account is able to send emails through SMTP, the account is set up properly.

After you set up the email service and confirm that the account is able to send emails through SMTP, Configure SMTP Email Settings in Vista.