Microsoft Exchange: User Setup

Microsoft Exchange: User Setup

After your Junxure Admin user has completed the Microsoft Exchange: Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within Junxure.

After this process is complete, you will need to Install the Junxure Outlook Add-in to enable email capture features if desired.

Caution! If you have 2-Factor Authentication enabled for your Microsoft account, you will need to generate an App Password for Junxure. Use the created App Password in the steps below instead of your usual account password. The exact process may vary depending on your Office account:

User Email Setup

  1. Navigate to your User Profile > User Preferences.
  2. Click Edit to begin making changes.
  3. Click Setup under Email Configuration > Email Login. The Email Setup window will open.
  4. Enter your Email Address, Username (typically your email address again), and Password for your email account. If you are unsure what these might be, please check with your IT provider.
  5. Note for IT:
    If your Exchange structure has multiple domains, specify the user’s domain in the Username box as DOMAIN\Username.
  6. Click Ok to confirm your credentials.
  7. Click Save in the upper right to confirm your changes.

If the setup was successful, you will receive an email automatically from Junxure to your inbox. The email will say, "Junxure Cloud successfully sent an email."

You will now be able to use the Correspondence Assistant for email and Create Email from Actions.

Additionally, you can now proceed with the following additional setup options:

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