If you are using a personal Gmail account, rather than G Suite, you will need to enable email via SMTP/IMAP to allow incoming and outgoing email to be read by Senta.

First you will need to enable SMTP/IMAP email. To enable it, there are two steps: 

1) Enable email integration for the practice

2) Each user must then add their own email settings

Step 1: Enable email integration for the practice

So, here's how to enable it for the practice. 

1) Go to Settings > General settings  

2) Switch on Send & Receive via SMTP / IMAP

3) Click Save

This step must be completed by someone with Administrator access to Senta.

Step 2: Each user must add their own email settings

Each user in the practice has to add their own email settings

1) Go to Your Account > Your profile

2) Click on the Email tab

3) Switch on Send & Receive via SMTP / IMAP

4) Add their email details (server, user name, etc.)

5) Generate and enter an app password

5) Click Save

SMTP/IMAP Gmail settings

Incoming mail server: imap.gmail.com

Incoming mail port: 993

Incoming mail encrypted: On

Outgoing mail server: smtp.gmail.com

Outgoing mail port: 465

Outgoing mail secure: Off

Outgoing mail requires TLS: Off

Your email address will have to be entered in both the Incoming and Outgoing mail user name fields.

When entering the details for your incoming and outgoing username, it is important to ensure correct spelling. Any white spaces and typos will prevent you from sending and receiving emails via Senta. 

Creating a Gmail App Password

In order to connect a personal Gmail account you will have to make use of Googles "App passwords" feature. For instructions on how to generate an App Password please see our guide: Setting up an App Password for Gmail

Rather than putting your master password into Senta, Google will set up a Senta-specific password for you that each user then needs to enter in Senta.

Senta can use this app-specific password without two-factor authentication, but can only use it to send/receive messages via SMTP/IMAP, and it can't be used to log in to your Gmail account. For that, you'll still need the master password and 2-step verification.

When you type in your email account password, please note that the password will not appear in the field and you will see several black dots instead:

The password field will display 14 black dots regardless of how long your password is.

Once the details have been saved, the user can then go back into Your Profile > Email and pick a Sent items folder.  This is a folder on your mail server where you save your sent emails. 

Once you've done this, the following will happen: 

1) Any time you send an email, it will be sent via your own email account, instead of via the Senta servers.  This means you can see all correspondence in your normal email service, not just in Senta.

2) When you are looking at a client, the Email tab will show you emails you've ever sent and received, including those from prior to switching on the integration.