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Configuring OAuth for emails in ArchiOffice Online

  • Updated

The latest version of ArchiOffice Online (build 20.0.34.1 or later) now supports authentication via OAuth 2.0 for email services like Gmail and Office 365. OAuth 2.0 is a modern authentication protocol that allows you to connect to these services more securely. You should enable this feature if you are using Gmail or Office 365 as they no longer support basic SMTP authentication.

You can configure the OAuth options in Preferences > System > Email Settings. Here are the steps:

preferences_system_email_settings.png

  1. Check the Use OAuth option to enable OAuth for your emails. When you do so, ArchiOffice Online disables the basic SMTP authentication options and uses this method to authenticate with your email service instead.
  2. Select the Email Service (Office 365 or Gmail) from the drop-down that you want to authenticate with using OAuth.
  3. In the User Information section, make sure you enter a valid email address in the Email From field. Enter the other details in this section, if needed and click Save.
  4. Now click Connect. The next steps vary depending on whether you are using Office 365 or Gmail.
    Note: If you see the Disconnect option here, it means you are already authenticated via OAuth and should be able to use the email service.
  5. For Office 365, when you click Connect, ArchiOffice Online displays the Authenticate dialog with a Verification Link and a Device Code. Copy the Device Code and then go to the Verification Link on your browser.

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  6. Paste the code there and click Next to connect to the Office 365 authentication server.

    mceclip1.png

  7. For Gmail, when you click Connect, ArchiOffice Online launches a browser window and connects to the Gmail authentication server. It also displays the Authenticate dialog with the message "Pending Authentication ..." on the original window.

    mceclip2.png

  8. In both cases, enter your email credentials when prompted, grant the requested permissions, and then click Proceed on the Authenticate dialog to allow ArchiOffice Online to authenticate with the server. Make sure that you use the same email address that you entered in the Email From field (step 3).

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