Itinerary can send an email on your behalf. The email configuration needs to be set up on each computer.
Step 1
Click on the 
icon in Itinerary.
Step 2
Fill in all the fields in the email settings section of Configuration. If you don’t know all the details, please contact your email Administrator.
If there is MS Outlook client installed on your PC and you would like to send Itineraries through it just tick this option:
If you wish to use your Gmail account for sending Itineraries tick the second option (short video how to proceed with this option is available here https://youtu.be/0GgeFgs01as):
If you wish to use other mail server choose the third option and set up SMTP details. Ask your IT guy for an assistance if you are not sure what to fill in here.
Click SAVE after setting all fields.
Short video guide here https://youtu.be/0GgeFgs01as
Tips and Tricks
1/ The SMTP settings guide for Outlook.com and Yahoo:
OUTLOOK
Settings for using free Outlook email to send itineraries.
- SMTP server: outlook.office365.com
- SMTP port: 587
- SMTP SSL Yes: checked
- SMTP user: full Outlook mail address (example@outlook.com)
- SMTP password: account´s password
- SMTP sender address: the same as user
YAHOO
Yahoo email requires third-party app password to work with itinerary.
How to generate app password:
- Log into your Yahoo email account
- Click your name on top right
- Click the text "Account info"
- Click on the "Account security"
- Click on "Generate and manage app passwords"
- Name this password (for example ITIN) and click on „Generate password“
- Save password, that was generated.
Itinerary SMTP settings are the following:
- SMTP server: smtp.mail.yahoo.com
- SMTP port: 587
- SMTP SSL Yes: checked
- SMTP user: full Yahoo mail address (example@yahoo.com)
- SMTP password: generated app password
- SMTP sender address: the same as user
2/ Use TEST EMAIL TO COPY ADDRESS button to verify your mail settings.
3/ A copy of each itinerary will be sent to you if you fill in Copy Address input field.