How do I configure CCH® ProSystem fx Site Builder Email to work with Microsoft® Outlook?

To configure your POP (Post Office Protocol) compliant version of Microsoft Outlook (2003 and higher) to retrieve email from your CCH ProSystem fx Site Builder Webmail account, do the following:

 

For Outlook 2013 and higher:

  1. Go to File > Account Settings > Account Settings.
  2. Click New.
  3. Select E-mail Account and click Next.
  4. Select Manually configure server settings or additional server types.
  5. Click Next.
  6. Select Internet E-mail.
  7. Click Next.
    • Your Name: Enter your name here.
    • E-mail Address: emailaddress@domain.com (full email address)
    • Incoming mail server: pop3.postoffice.net
    • Outgoing mail server: smtp.postoffice.net
    • Username: emailaddress@domain.com (full email address)
    • Password: Enter your CCH Site Builder Webmail password.
  8. Select More Settings...
  9. Select Outgoing Server (tab).
    1. In the box titled My outgoing server (SMTP) requires authentication, select the check box. 
    2. In the box titled Use same settings as my incoming server, select the check box. 
  10. Select Advanced (tab).
    1. Under 'Incoming Server (POP3)': Select the check box labeled This server requires an encrypted connection and use port 995.
    2. Under 'Outgoing Server (SMTP)': Use port 587 and change the drop down to TLS. (MUST use TLS1.2)
  11. Click OK.
  12. On Test Account Settings, make sure both checks are complete.
  13. Click Next on the E-Mail Accounts window.
  14. Click Finish.

For Outlook Office 365:

  1. Click File menu/tab
  2. Click Account settings.  User-added image
  3. Select Account Settings item
  4. On next screen, click New. User-added image
  5. Click Advanced options.
  6. Click "Let me setup my account manually.
  7. Click POP. User-added image
  8. Enter information as displayed here and click Next. User-added image
  9. Enter password.
  10. Follow remaining menus.
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