Email setup

The three email pieces

• Email sending (Settings → Email sending): the address your invoices, review requests and other system emails go out from.
• Email & Calendar (Email & Calendar in the sidebar): connect a Google or Microsoft account so emails and events sync to CRM records.
• Inbox (Inbox in the sidebar): a triage list where incoming emails are sorted and turned into tickets.

Send from your own address

By default email is sent under your firm's name from the platform. To send from your own address, go to Settings → Email sending (admins and others who can manage practice settings).

Steps for Email sending

• Tick "Send email through my own SMTP server".
• Fill in SMTP host, Port, Username, Password, From address and From name (optional). Your mail provider documents these values; an app password is often needed.
• Tick "Use implicit TLS (port 465)" only for port 465. Leave it off for STARTTLS on port 587.
• Click "Save email settings". The password is stored encrypted and never shown again; leave it blank on later edits to keep the saved one.
• Under "Send a test email", enter your own address and click "Send test". A failure shows the server error so you can correct it.

Connect Email & Calendar

• Open Email & Calendar and click "Connect Google" or "Connect Microsoft", then approve access.
• Connected accounts are listed with a Disconnect button. Disconnecting stops syncing and removes its synced messages and events from Oris.
• Use the Emails and Calendar tabs to view items, and "Sync to activities" to copy emails into CRM activities.
• If connecting fails with an error such as "Connection failed", the Google or Microsoft connection may not be enabled for your workspace yet. Contact support.

Triage inbox

• Inbox lists emails with filters New, All and Archived. Each is auto-sorted by category (billing, support, sales, general), urgency and tone.
• Click "Add email" to paste or forward one in (from name, from email, subject, body).
• Use "→ Ticket" to convert an email, Archive to clear it, or Delete to remove it.

Common problems

• A feature reports "email sending is not set up" or "no email address on file": configure sending as above and check the client has an email address.
• Test email fails: re-check host, port, TLS setting and use an app password if your provider requires one.
• You do not see Email sending: your role may not have permission to manage practice settings.