Caregiver/Staff Management›Gmail Set-Up for Emailed Invoices & Other Functions

Gmail Set-Up for Emailed Invoices & Other Functions

Overview

If you're using a Gmail Account instead of Ankota's "no-reply" default email address, please watch video or complete steps below to get your environment set up! 

Organization Detail page showing the Information tab with contact and address fields on the left side and communication settings on the right, including a "Send Mail From" dropdown menu currently expanded to display email account options (Gmail Account, Ankota, Personal Outlook, Exchange Server, and Gmail Account highlighted in red).

Get your Google Generated App Password

STEP 1

  • Login to Google
  • Go to Account 

  • Click Security and turn on 2-step verification

Google Account Security page showing "How you sign in to Google" section with the 2-Step Verification setting highlighted in red, currently showing as "off" and marked as needing to be turned ON. The page displays additional security options including Password, Skip password when possible, Recovery phone, and Recovery email, along with buttons for Passkeys and security keys, Authenticator, Google prompt, and 2-Step Verification phone.

  • Add Phone Number

A dialog box titled "Add a phone number for 2-Step Verification" displays a text input field for entering a phone number with a country code selector (showing US flag), explanatory text about using a phone number as a second authentication step, and Cancel/Next buttons at the bottom.

The App passwords settings page in Google Account, showing explanatory text about app passwords for older apps that don't support modern security standards, with an input field labeled "App name" containing "Ankota" and a "Create" button to generate a new app-specific password.

-   Copy & Screenshot the Generated App Password
    -   _do not use the password in the screenshot below; this is just an example_
    -

Generated app password dialog displaying a 16-character password ("wcnd jogc wtrf qpxr") for device authentication, with instructions to replace the account password in application settings and a "Done" button to confirm.

Configure Gmail in Ankota

We are happy to get work on this step for you! Please complete steps above and email support@ankota.com with gmail and app password. If you wish to take this step yourself, the directions are:

  • Log in to environment
  • Click Settings
  • Click Organization Details
  • Select Tab Interface Configurations
  • Select Subtab Accounts
    • Name - gmail
    • URL - smtp.gmail.com
    • Username - gmail
    • Password - app password from Google (COPY & PASTE THE PASSWORD, INCLUDING SPACES: DO NOT TYPE IN)
    • Port - 587

The Organization Detail page showing the Interface Configuration tab with an Account Details dialog box open, displaying Gmail account settings including Type (GmailAddress), Name, URL, Username, Password, and Port fields with a Save button.

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