XTEN-AV Email Integration with Outlook/Gmail
Introduction
The XTEN-AV design platform is integrated with Google Authentication, allowing users to easily authenticate their Gmail and Outlook accounts. This feature lets you send proposals directly through your authenticated business email address.
To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/
These are the steps that you have to follow to make this integration work:
Enabling 2FA in Outlook Account
Log in to your Microsoft 360 account, go to Security, then click on Additional Security. From there, select 2-step verification and follow the instructions provided.
Under the 2-step verification, you will see an option for App passwords. After clicking on the new password, it will redirect you to a page where you can generate the app password.
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.
Enabling 2FA in Gmail Account
To use your business email for sending proposals from your Google account, you need to enable a 2-factor authentication (2FA) in your Google domain and create an app password. With 2-step verification, you can add an extra layer of security to your account and create different app passwords for sending your proposals to your chosen clients. Here's how to do it:
Go to your Google Account and select 'Security'.
2. 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 click on 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.
Connecting Your Outlook Account to 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 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.
Sharing x.doc Document Using Outlook Email
To submit a document to a 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, they 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. |
Important: 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
The XTEN-AV design platform is integrated with Google Authentication, allowing users to easily authenticate their Gmail and Outlook accounts. This feature lets you send proposals directly through your authenticated business email address.
To utilize this, you must have a login on the XTEN-AV platform, on https://app.xtenav.com/
These are the steps that you have to follow to make this integration work:
Enabling 2FA in Outlook Account
Log in to your Microsoft 360 account, go to Security, then click on Additional Security. From there, select 2-step verification and follow the instructions provided.
Under the 2-step verification, you will see an option for App passwords. After clicking on the new password, it will redirect you to a page where you can generate the app password.
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.
Enabling 2FA in Gmail Account
To use your business email for sending proposals from your Google account, you need to enable a 2-factor authentication (2FA) in your Google domain and create an app password. With 2-step verification, you can add an extra layer of security to your account and create different app passwords for sending your proposals to your chosen clients. Here's how to do it:
Go to your Google Account and select 'Security'.
2. 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 click on 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.
Connecting Your Outlook Account to 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 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.
Sharing x.doc Document Using Outlook Email
To submit a document to a 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, they 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. |
Important: 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: 11/13/2024
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