Email and Calendar Setup

Email and Calendar Setup

Full email and calendar integration with Junxure requires a one-time setup process. The basic workflow is the same regardless of your provider, but the details will vary between users of Exchange, Microsoft 365, or Google.

The Basic Process

The first step is defining the email and calendar provider at the firm level. This should be handled by your Junxure Admin user. The entire firm must use the same provider; settings cannot be split between Exchange and Google, for example.

Next, each Junxure user will configure their personal provider credentials within Junxure. This allows Junxure to access the individual account and do things like send email on your behalf or show your calendar.

Finally, for full integration, Exchange and Google users will need to install and configure the Junxure Outlook Add-in to allow scanning and email capture of your inbox and sent items folders. (Microsoft 365 users will have this functionality available without the Add-in.)

Additionally, Microsoft 365 users can install a different add-in for Outlook Online that allows for drafting and sending email content from within Outlook.

Setup by Provider

See the following documentation for assistance in enabling email and calendar functionality. If your firm has already set up email and calendar and you are looking simply to configure a new user, you can jump to the User Setup article for your provider.

    • Related Articles

    • Email (Not Setup) or Calendar Error

      If you attempt to use the Correspondence feature of Junxure and see “Email (Not Setup)” or see a “Calendar Error”, this is due to a misconfiguration with your Email Setup credentials. If you have never set up your email within Junxure, please see the ...
    • Email and Calendar Overview

      Junxure provides robust email and calendar integration for easy outreach and logging of client interactions. Junxure is compatible with Microsoft Exchange, Microsoft 365, and Google email and calendar setups. See below for a chart of which features ...
    • New User Module 3-1: Email and Calendar

      Denotes an Article that contains video resources. Junxure Online Document Editor Learn about the Online Document Editor used in emails, letters, and general document editing. Online Document Editor Microsoft 365: Emailing through Outlook Online ...
    • Outlook Add-in: Email Capture Overview and Setup

      The primary function of the Outlook Add-in is to capture emails sent and received from Outlook. This can be done automatically or manually. Regardless of which method is used to capture, the email and its attachments are copied into Junxure and an ...
    • Microsoft Exchange: Firm Setup

      Junxure has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to enable ...