eBoss Support

Exchange integration

Microsoft Exchange integration set up

Can I add contacts to my outlook from excel?

General Support – Import Contacts to Outlook from Excel

DKIM and DMARC for email security

This article outlines the process for setting up email in eBoss. Some knowledge of adding and modifying DNS records may be required.

Email Setup Guide

Import Contacts to Outlook from Excel

Check the health of your email address and  improve deliverability.

Email Health Check

Once the config in the backend has taken place, each consultant must do this.

Microsoft individual set up

Turn on SMTP & changing security defaults

This article will show you how to create your DKIM to update your DNS

Microsoft: Updating your DNS with DKIM & SPF criteria

Here, we walk you through the steps you will need to take in order to get yourself set up for sending emails through eBoss using Microsoft

Set up emailing with Microsoft

Updating SPF Records for Email Service Provider (ESP) Integration

Use the system to ensure all of your emails are leaving the system

System BCC

Business email setup guide

Transactional email setup guide

This article explains what the Outlook Plugin can do, and how to integrate the Outlook plugin.

Integrating the v4 Outlook Plugin

David

Connect your mailbox and make sure your emails land

Email setup & deliverability

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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