Settings: Email, Accounting, Security & Systems
Email importing setup, email sending setup, accounting, security, and system settings.
Email Sending / Importing
- Email Setup: App Passwords for Google and Office 365
- Setting Up Default Email Sending
- Email Importing Overview
- Enable Email Importing
- Setup Individual User Email
- Exclude Emails & Folders from Import
Permissions & Users
- Add a New User
- How to Change Your SAM Password
- Reset a User's Login, Password, or Permissions
- Remove a User / Disable SAM Login & Settings
- Permissions
- Permissions FAQs
General System Security Settings
- Document Backups
- HIPPA Compliance
- General Troubleshooting Tips
- Automatic Logout
- Decryption Password
- Time Zone Settings