Email from RentalPoint3

Setting up RentalPoint3 for emailing requires a little configuration.  The type of setup will vary depending on your email provider.  Please contact support@rentp.com with your provider details so that we may assist with any configuration as needed.

Email Options

Office365

Without 2 Factor Authentication

Use the settings below in operator setup for outgoing mail

In order to receive notifications including when documents are signed using RPSign, you'll need to complete mail settings in your RentalPoint3 web.config file. Please contact support@rentp.com to complete this step.

With 2 Factor Authentication

  • Contact your IT person or Microsoft Support for assistance with the following as needed:
  • Once you have acquired your 'connector address' from Microsoft, you can contact support@rentp.com to assist in setting up the next steps or follow the instructions below:
    • Goto Setup-->Operators in RentalPoint2 and configure as follows using the connector address in SMTP Address below
    • No password is needed when using a connector, so when prompted for a password just leave it blank
    • Configure email settings in web.config file, use the same email address that was used to set up your connector address

Other Email Server


Google Workspace (G Suite)

Operator Setup for Gmail

 Gmail (using a public or private domain account hosted by Google)

  • You'll need to use either 2FA (2 Factor Authentication) or a Gmail API to send emails from within RentalPoint3 using your Gmail Account
  • The Gmail API is a RESTful API that can be used to access Gmail mailboxes and send mail. For most web applications the Gmail API is the best choice for authorized access to send mail from a users Gmail account.

First Goto Setup-->Operators in RentalPoint2 and configure as follows 

  • Email Address: myaddress@gmail.com  {i.e. Full email address of the user}
  • SMTP Server: smtp.gmail.com
  • SMTP Port: 587 TLS
  • Tick the box for 'My SMTP Server requires authentication'

Then choose whether to send mail via Gmail API or 2FA App Password and follow the relevant steps below

Email using Gmail API (preferred)

  • You'll need to set up both a Project and Gmail API (for desktop app) in your Google Account.  
  • Then create OAuth credentials and download the json file
  • Rename the file to 'credentials' and email the file to support@rentp.com with a request to complete your gmail setup.  
  • The email used in Location (via setup-->Locations) or Company (via Setup-->Parameters) SMTP settings  must match the account used to set up the Gmail API and the account used to configure email in RentalPoint3


Email using 2 Factor Authentication

Turn on 2 Factor Authentication

 If you don't have an option in your Gmail settings to turn on 2FA, your administrator will need to provide this option from your company's GSuite Admin account for the domain you are using < Google info on how to turn on 2FA for your domain account >

From your Gmail account...


Under the security tab, scroll down to find the 2 Step Verification option

Follow the prompts to set up 2 Step Verification


Once set up is complete, move on to setting up an App password.

Setting up an App Password

Under the security tab, scroll down to find App passwords and follow the prompts (if you have trouble finding this section, see instructions under setting up 2FA above)


Then follow the steps in Password Verification below to record the app password against your email account in RentalPoint.

General Information

Accessing Email Configuration

Email Settings available  (i.e. 'Company', 'Custom' and 'Location')   

Email configuration can be found in each operator record per screenshots below.


Double Click the operator Login Name to edit the record


Email Signatures

Email Signatures can be set up in RentalPoint for use on emails, much the same as you would set up a Gmail or Outlook signature.  Signatures are stored against the operator name of the user currently logged in, and accessible only when logged in as that operator.

From the main menu, click Setup-->Lists-->Email Signatures



Enter Signature name


Then enter signature details and 


Once saved, use the button to set any signature in the list as your default signature

When emailing out of RentalPoint, choose any signature from the drop down list or use the default signature provided.  If no default signature is set then no signature will be used unless selected.

Email Body Paragraph

In Multi-Location systems, Email Body Paragraphs can be set up in RentalPoint for use on emails, including RPSign!  

Body paragraphs are stored against the location, and accessible when emailing from that location.

From Location Properties click


Click

Enter the preferred text, then click

To mark the text as 'default', simply click  with the the preferred standard text selected in the window.

Password Verification

  • When RentalPoint attempts to send the first email using new configuration settings, the user will be prompted for their password which can be saved for future use.
  • Alternatively, once you have saved your email configuration settings, click 'Send Test Email' for testing and password verification 
  • If you have changed your email password for any reason, use the 'Clear Stored Email Password' option outlined below in order to re-activate Password Verification.

If using Gmail 2 Step Verification, then enter the App password(see steps above), otherwise use your regular email password.  Click Remember on this computer and OK.

Clear Stored Email Password

The option below clears the stored email password for the current RentalPoint Operator