How do we update Email Domains in iplicit?

This article covers updating email addresses across iplicit after your organisation changes its email domain, for example following a rebrand. There are three areas to review: the 'Email accounts' screen, the 'From' address on communications in 'Communication setup', and the email address on each affected Legal Entity's contact account.

Adding a new email account in Email accounts

When your domain changes, you can either reauthorise your existing email account or add a new one – this article covers adding a new account, since that is the confirmed path; if you want to reauthorise an existing account instead, check with support for the exact steps, as they differ from adding a new one.

1. Navigate to 'Email accounts'
2. Select 'New'
3. Enter the updated details, including 'Description', 'Provider', and the 'Send from', 'Reply to', 'Cc' and 'Bcc' addresses under 'Sender'
4. Select 'Create'.

If the new account should be used by default going forward, return to the main 'Email accounts' list, select the new account's row, and select 'Set Default'.

Updating the From address on communications in Communication setup

Each communication in 'Communication setup' sends from a linked email account, shown as the 'From' field – this is not a typed email address, it is a link to a record on the 'Email accounts' screen. You need to update this link on every communication that should now send from the new account.

1. Navigate to 'Communication setup'
2. Open the communication you need to amend, for example 'Authorisation - authorised (generic)'
3. Select 'Edit'
4. Under 'From', select the linked account and change it to point to the new email account
5. Select 'Save'.

Repeat this for every communication that sends from the old account.

Updating the email address on a Legal Entity's contact account

Each Legal Entity has its own contact account, and this holds a separate email address used elsewhere in iplicit – for example on customer-facing documents. This is separate from the 'Email accounts' screen and needs updating independently.

1. Navigate to 'Legal entities' and open the Legal Entity you need to update
2. Select 'Contact account'
3. On the contact record, find 'Email addresses'
4. Update the address – for example, changing the 'Office' email to the new domain
5. Select 'Save'.

Repeat this for each Legal Entity affected by the domain change.