Connect a mailbox for outgoing email

Connect a practice mailbox to Matter. A copy of each sent email appears in the mailbox's Sent folder.

Before you start

  • You can manage practice integrations.
  • You can sign in to the Gmail or Microsoft account that you want to connect.

1. Open the email integration

Start a connection for the mailbox your practice will use to send email.

The Email integration page with Gmail and Outlook shown under Add a connection.
  1. 1 Select Integrations
  2. 2 Select Email
  3. 3 Select Gmail or Outlook

2. Start the secure sign-in

This example uses Google. Microsoft follows the same process.

The Connect mailbox window with Google and Microsoft provider options.
  1. 1 Check that Google is selected
  2. 2 Select Connect Google to open the sign-in window

3. Check the connection

Complete the sign-in steps, then confirm that Matter can use the mailbox.

The Email integration page with a connected Gmail mailbox marked Ready.
  1. 1 Check for Connected · Ready
  2. 2 Check that the correct mailbox is marked Ready

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