Configuring Prodoc Mail for Office 365

Modified on Tue, 11 Jul, 2023 at 4:02 PM

How to get started?

Once you are in Prodoc head to Edit -> System Configuration -> User Details


Email settings

In the User Details screen, you need to choose the Email Settings tab at the top.

Check that the mail server details appear correct here towards the bottom of this window (they should at least reference Office365).  If they’re missing you can click the Office 365 button in Set Defaults just above.

For first time setup tick the Force reauthentication box and then click 

Login and Send Email

You may get a warning about overwriting a token.

Click Yes

Office 365 authentication

Prodoc will open a browser window that allows you to sign in to your Office 365 account:

Here you’ll need to enter your email address (your normal work email address).

If your company uses 2 Factor Authentication you’ll get the usual prompt.

You’ll be prompted that Prodoc connecting will give Prodoc access to your mailbox.  To connect your Office 365 account you’ll need to click Accept on this prompt.

This completes the sign in process.

Prodoc will prompt you to enter email addresses for a test at this stage.  You can normally just leave your email address as the sender and destination email, which will send a test to your email (from your email):


Choose your Sent items folder

Once connected you can specify a folder to save sent messages to.  This is handled in the User Details screen, Email Settings tab.

Click the icon then you should be able to select your folders for deleted and sent.

Typical names for the folders are shown above.

NOTE: the deleted folder is only used by the Prodoc Service to keep copies of mail items it processes.  Prodoc does not delete or read email from your personal mail accounts.

With that, you can OK out of the User Details screen and you’re all set.

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