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CRM

10
  • How to Create CRM Fields in Sure Will Writer
  • How to Import Cases into Sure Will Writer
  • How to Raise Recurring Invoices in Sure Will Writer
  • How to Pre-populate Address Book Entries in Sure Will Writer
  • How to Export Cases on Sure Will Writer
  • How to Download a Document on Sure Will Writer
  • How to Set Up a Pipeline and Alerts in Sure Will Writer
  • How to Filter Cases in Sure Will Writer
  • How to Conduct ID Checks in Sure Will Writer
  • How to Use the Letter Templates Process in Sure Will Writer

Customisation

4
  • How to Customise the Front Page of Your Wills in Sure Will Writer
  • How to Set a Binding Margin for Documents in Sure Will Writer
  • How to Amend How People are Referenced in the Last Will & Testament in Sure Will Writer
  • How to Create CRM Fields in Sure Will Writer

Drafting

12
  • How to Add Custom Precedent Clauses in Sure Will Writer
  • How to Use the Scenario Feature on Sure Will Writer
  • How to Create a Property Trust in Sure Will Writer
  • How to Sub-divide a Property Gift into Different Shares in Sure Will Writer
  • Using the Tracked Editing Feature in Sure Will Writer
  • How to Manage STEP Provisions in Sure Will Writer
  • How to Create a Life Interest Trust in Sure Will Writer
  • How to Create a Discretionary Trust in Sure Will Writer
  • How to Appoint a Substitute Professional Executor in Sure Will Writer
  • How to Add an Additional Property Gift in Sure Will Writer
  • How to Make Attestation Clause Changes in Sure Will Writer
  • How to Create a Nil Rate Band Clause in Sure Will Writer

Services and Settings

5
  • How to Integrate Office 365 with Sure Will Writer
  • How to Update Payment Method in Sure Will Writer
  • How to Add Credits in Sure Will Writer
  • Setting Up SMTP Settings in Sure Will Writer
  • How to Request a Printing Service in Sure Will Writer
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  • Setting Up SMTP Settings in Sure Will Writer
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Setting Up SMTP Settings in Sure Will Writer

Introduction #

Hello! If you’re looking to set up SMTP settings in Sure Will Writer, you’re in the right place. Below is a quick guide to help you do just that.

Prerequisites #

  • You should be logged into your Sure Will Writer account.
  • You’ll need the SMTP settings from your email provider. These can often be found by simply Googling the name of your email provider along with ‘SMTP settings’.

Step-by-Step Instructions #

  • Access Admin Settings
    • Click on your name at the top right-hand corner of your screen and select ‘Admin Settings’ from the drop-down menu.
  • Navigate to Email Account Settings
    • From the column on the left-hand side, click on ‘Email Account Settings’.
  • Input SMTP Settings
    • You’ll find a page where you can enter your SMTP settings. Fill in the necessary fields with the information from your email provider.

Tip: For the specific settings, you can typically find this information by searching for your email provider’s name along with ‘SMTP settings’ in a search engine.

If you have any further queries, please don’t hesitate to contact us at [email protected]

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Updated on 22nd November 2023
How to Add Credits in Sure Will WriterHow to Request a Printing Service in Sure Will Writer
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