ARIVE is designed to work seamlessly with various email services, with Google Gmail and Microsoft Office 365/Outlook being the most widely used.
Individual users can connect their personal email account in User Settings allowing system generated emails sent from them to come from the connected email address.
A Company Admin or an Associate Admin can connect an email at the Company Settings level allowing system generated emails generated from the organization to come from the connected email address.
Important: If an email is not connected in User Settings, the From field of the system generated emails from the user will have the user's name and sent from loans@arive.com. If an email is not connected in Company Settings, the From field of the system generated emails from the company will have the company's name and sent from loans@arive.com.
Configure Email in User Settings
1. Navigate to your profile icon in the upper right corner and click User Settings.
2. Select Email/SMS Config from the menu on the left.
3. Click Connect or Setup Now next to the applicable email service provider you are connecting.
Important:
The email application you use to view emails is not necessarily the email service provider.
For example, you can view your Google Gmail email in the Microsoft Outlook application. The email service provider would be Google Gmail in this instance. 
Important:
When connecting a Microsoft or Google account, the default email account based on the login will automatically connect. The default email account is configured in your email settings with the email service provider.
If you need further assistance with configuring your default email account, you should reach out to your email service provider. Google Gmail
When you connect a Google Gmail account, you will be directed to the standard sign in screen. You may be prompted to enter your email (or phone) and click the Next button or select an account.
Select the checkbox for Send email on your behalf and click the Continue button.
Microsoft Office 365 / Microsoft Exchange
When you connect a Microsoft account, you will be directed to the sign in screen where you will enter your email, phone, or Skype and click the Next button.
You'll be prompted to verify your email by receiving a code or you can choose one of the other options if you have already received a code or if you prefer to user your password.
Enter the code or password and follow the prompts to complete the connection.
Other Mail
When you click Setup Now to connect an Other Mail Account, you will get a popup screen to your right. Enter you Username and Password.
Click Advanced Options and you'll reveal additional fields (Email, Server, Port, Server Security), if you prefer to utilize them.
Click Setup in the lower right corner.
Test Email
Once you have connected your email address, you can utilize the Test Email feature to test the email connection.
Click Test Email.
A popup screen will pop up on the right side of the screen. In the popup screen, you'll be able to create a simple email by adding a recipient in the To: field, recipients to the CC/BCC: fields, subject, and content to the body.
Click the Send button in the lower right corner to send the email.
Important: The test email will only contain the content you manually enter in the Send Email popup screen.
Configure Email in Company Settings
If your company utilizes Sendgrid or SMTP, you can connect an email account at the company level.
It's best practice for individual users to configure their email accounts separately in their User Settings.
1. Navigate to your profile icon in the upper right corner and click Company Settings. Select Email/SMS Config from the menu on the left.
2. Click Edit in the upper right corner of the email configuration section.
3. Select your email configuration preference, Sendgrid or SMTP.
SendGrid
SendGrid will require you to enter your SendGrid API Key and the Sender Email. Then, click the Save button in the upper right corner to save the entered credentials.
Important: Find tips for setting up SendGrid to the left of the credential fields.
SMTP
SMTP will require you to enter your Username, Password, Server Address, and Port. You also have the option to enter the Sender Email and select TLS/SSL required. Then, click the Save button in the upper right corner to save the entered credentials.
Important: Find tips for setting up SMTP to the left of the credential fields.
Test Email
Once you have connected your email address, you can utilize the Test Email feature to test the email connection.
Click Test Email.
A popup screen will pop up on the right side of the screen. In the popup screen, you'll be able to create a simple email by adding a recipient in the To: field, recipients to the CC/BCC: fields, subject, and content to the body.
Click the Send button in the lower right corner to send the email.
Important: The test email will only contain the content you manually enter in the Send Email popup screen.