Colibri allows for the sending of documents via email. To do this, it is necessary to configure some parameters properly.

1) Parameters -> Email:

Set “off” to “on” and configure the server.

2) Parameters -> Company:

Define the company email.

3) Customers Registration:

Contacts tab: Define the entity’s email addresses (NOTE: reports will be sent to ALL addresses).

Miscellaneous tab: Set “Email Sending” to “AUTOMATIC”.

Email Server Configuration:

OPTION A:

Usually, the ISP (the company that provides the internet service) has a MAIL SERVER available.

The settings are almost always as follows:

Server: smtp.ISP-NAME.pt (ex: smtp.netcabo.pt)

Port: 25

No authentication, no user and no password (since it is connected to the ISP’s infrastructure).

This information should be requested from the ISP.

OPTION B:

Login to Google.

In the upper right corner, click on the profile picture and manage Google account.

Select security.

Enable two-step verification.

After enabling, search for app passwords.

Enter the application name, e.g. Colibri Project and click on create. A 16-character password will be generated. Copy and store it in a safe place.

Go back to Gmail and in the upper right field select the gear icon and “See all settings”.

Select the “Forwarding and POP/IMAP” tab and in “IMAP Access” enable access and click on “Save changes”.

After these settings in GMAIl, enter the Colibri Project Software, open the “Parameters” and select the “EMAIL” tab.

Enter the server “smtp.gmail.com”; port: 465; user: google email; password: app password that you copied earlier; security: SSLTLS and select authentication as YES. Put a text at the end.

The email placed in the email configuration must be the same as the one that appears in the “COMPANY – INFORMATION” tab.

OPTION C:

Enter the account security panel.

Check the advanced account options.

Create a new application password to insert in Colibri Project.

Apply the password from Colibri Project.

Additional Notes:

The email addresses entered in the client registration will receive all documents sent by email, including reports and invoices.

It is important to configure the email server correctly to avoid problems with sending emails.

If you have any doubts about the configuration of the email server, you should contact your ISP or Google support.