XTEN-AV Email Integration with Outlook / Gmail
The XTEN-AV design platform is integrated with Google Authentication. With this powerful functionality, users can now authenticate their Gmail accounts and Outlook or other accounts effortlessly, unlocking the ability to send proposals directly through the authenticated business email address.
To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/
These are steps that you have to follow in order to make this integration work:
Enable 2FA in Outlook Account
Go to your Microsoft 360 account and under security turn on 2-step verification go to the security tab under security Additional Security now click on 2-step verification and follow the instructions.
Now under the 2-step verification you will see an option of App passwords after clicking on the new password it will redirect you to a page there you can generate the
App passwords are auto generated, and should be created and entered once per app.
Now you can use your app password and the outlook mail id for sending the proposals to your clients.
You can enable 2FA in your Gmail Account:
These are steps that you have to follow in order to make this integration work:
To use your business email for sending proposals from your Google account you have to enable a 2-factor authentication in your Google domain and create an app password.
With 2-step verification, you can have an extra layer of security and can create different app passwords for sending your Proposals to your chosen clients.
Go to your Google Account. Select Security.
Under "Signing in to Google," select 2-Step Verification and follow the instructions. After enabling the 2-Step verification, now you need to create an app password under 2-Step verification.
Generate App Password
At the bottom of the 2-Step verification page, select App passwords and enter a name that helps you remember where you’ll use the app password.
To generate the App password, enter the app name and enter the “Create” button.
The app password is the 16-character code that is generated on your device. Click on done and then save that app password, now you can use this app password and your google email id to send the proposals with your google personal account.
Connect your Outlook account XTEN-AV Platform
To connect your Outlook account with XTEN-AV, click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the ‘Business Email Integration’ option under the x.doc Settings’ tab.
Click on Others, select the Mail Domain as Outlook under the Others.
Enter 2FA details
Enter Outlook 2FA email and password under the SMTP Username and Password. Enter the same email under the From Email and display name that you would like to display on your mail. Click on the ‘Save Changes’ button.
Once your XTEN-AV account is connected with an Outlook account. The following details will guide you on how share x.doc document to client using outlook email :
In order to submit a document to the client, from the 'Actions' menu, click on the "Review & Submit" option. You will also find this option from the x.doc dashboard page as well.
You can view your Outlook account details on the Review & Submit page.
From here you can edit and customize the email by changing the subject, body, adding emails to CC or BCC. After that, click on the "Send to Client" button.
The client will receive the email from your name and will have the link to the document. Using that link, he can view, sign and accept the document.
Note: Similarly, you can connect your Gmail account to the XTEN-AV platform and send a proposal to the client using the Gmail address.
The default app password expiration is about 60 to 90 days from the last password change date (It’s disabled by default). However, Global Admin can configure the password expiry duration to meet the organization’s security requirements through the Office 365 Admin Center or PowerShell.
To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/
These are steps that you have to follow in order to make this integration work:
Enable 2FA in Outlook Account
Go to your Microsoft 360 account and under security turn on 2-step verification go to the security tab under security Additional Security now click on 2-step verification and follow the instructions.
Now under the 2-step verification you will see an option of App passwords after clicking on the new password it will redirect you to a page there you can generate the
App passwords are auto generated, and should be created and entered once per app.
Now you can use your app password and the outlook mail id for sending the proposals to your clients.
You can enable 2FA in your Gmail Account:
These are steps that you have to follow in order to make this integration work:
To use your business email for sending proposals from your Google account you have to enable a 2-factor authentication in your Google domain and create an app password.
With 2-step verification, you can have an extra layer of security and can create different app passwords for sending your Proposals to your chosen clients.
Go to your Google Account. Select Security.
Under "Signing in to Google," select 2-Step Verification and follow the instructions. After enabling the 2-Step verification, now you need to create an app password under 2-Step verification.
Generate App Password
At the bottom of the 2-Step verification page, select App passwords and enter a name that helps you remember where you’ll use the app password.
To generate the App password, enter the app name and enter the “Create” button.
The app password is the 16-character code that is generated on your device. Click on done and then save that app password, now you can use this app password and your google email id to send the proposals with your google personal account.
Connect your Outlook account XTEN-AV Platform
To connect your Outlook account with XTEN-AV, click on the 'Settings' option, in the top right profile area. Once you click on it, you will find the ‘Business Email Integration’ option under the x.doc Settings’ tab.
Click on Others, select the Mail Domain as Outlook under the Others.
Enter 2FA details
Enter Outlook 2FA email and password under the SMTP Username and Password. Enter the same email under the From Email and display name that you would like to display on your mail. Click on the ‘Save Changes’ button.
Once your XTEN-AV account is connected with an Outlook account. The following details will guide you on how share x.doc document to client using outlook email :
In order to submit a document to the client, from the 'Actions' menu, click on the "Review & Submit" option. You will also find this option from the x.doc dashboard page as well.
You can view your Outlook account details on the Review & Submit page.
From here you can edit and customize the email by changing the subject, body, adding emails to CC or BCC. After that, click on the "Send to Client" button.
The client will receive the email from your name and will have the link to the document. Using that link, he can view, sign and accept the document.
Note: Similarly, you can connect your Gmail account to the XTEN-AV platform and send a proposal to the client using the Gmail address.
The default app password expiration is about 60 to 90 days from the last password change date (It’s disabled by default). However, Global Admin can configure the password expiry duration to meet the organization’s security requirements through the Office 365 Admin Center or PowerShell.
Updated on: 01/30/2024
Thank you!