Access Practice SE integrates with your Gmail or Office365 email account, with a smart inbox that works on top of your existing email account. Once integrated, you’ll be able to read, reply to, and send emails from within Access Practice SE, and your other account will update accordingly.
To integrate emails within Access Practice SE:
Log in to Access Practice SE.
Click the Email tab at the top, or from the top right-hand corner, click the drop-down icon next to your name, then choose Email Integration.
Office 365 integration
Click Sign in with Microsoft.
Choose an email account.
Review the permission requests, then click Accept.
To synchronise your emails, click Start Import.
Emails can be viewed from the Email tab.
GMail integration
Click Sign in with Google.
Choose an email account.
If you use passkeys, you may need to confirm that you are the owner of the email. Click Continue.
When the 'Google hasn't verified this app' window is displayed, click Advanced.
Review the verification message, then click Go to access-practice-se.com.
Click Continue.
Click the services link to review, then click Continue.
To synchronise your emails, click Start Import.
Emails can be viewed from the Email tab.