Set Up Your Email Service Provider

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

Adapt these steps to apply them to any email service provider that supports OAuth or authenticated basic SMTP.
Important: Attention all customers using Microsoft 365 as your email provider:

If your current email client is Microsoft 365, you must set up SMTP OAuth before March 2026. At this time, the current Basic Auth configuration will be retired, and your emails will no longer work.

We've enhanced our email settings and provided options for setting up SMTP OAuth in order to assist you with this transition. We encourage you to reconfigure your email relays as soon as possible before the deadline. Look for additional communications as this date approaches.

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.

    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 email account.

    Make sure this is the main administrator account, which should have send as or allowed sender permissions to allow other accounts to send emails on behalf of this account.

    Tip: Search your email service's help documentation for specific steps and details.
After you set up the email service and confirm that the account is able to send emails through SMTP, you must configure SMTP email settings in Vista. The configuration is different depending on if you use SMTP OAuth or Basic Auth: