Outlook Email Integration with Re-Leased: A Frequently Asked Questions Guide

  • Updated

This article serves as your go-to guide for connecting your Outlook email account with Re-Leased. Whether you're wondering about license requirements, connection steps, or email syncing – we've got you covered. Streamline your communication by integrating your emails directly into Re-Leased, making it easier to manage all your property management tasks in one place.

 

Topics covered in this article:

Understanding Licensing and Account Requirements

Connecting Your Outlook Email Account to Re-Leased

Account and Email Synchronization

Archiving Emails from your inbox in Outlook 

Understanding Email Visibility in Re-Leased Packages 

Email Storage and Security

Managing Integration Issues

 

Understanding Licensing and Account Requirements

Users often ask about the specific Microsoft subscriptions required for integration. Fortunately, there are no particular licenses or compatibility restrictions for connecting your Outlook email account with Re-Leased. You can connect any Outlook email address, whether it's a personal or business account, and it doesn't have to match your Re-Leased login email.

Connecting Your Outlook Email Account to Re-Leased

Connecting your account is a straightforward process:

  1. You'll be prompted with a permissions popup during the authorization process.
  2. Grant the requested permissions to enable viewing, and receiving emails within Re-Leased.

Note: Without granting these permissions, the integration cannot function.

Account and Email Synchronization

The integration does pull in your past emails, but only for email addresses that match existing contacts in Re-Leased. If you're looking to attach files or manage attachments, the integration itself doesn't support that at this time. However, you can store documents including files, images, and videos in Re-Leased's document storage feature, and attach these to various records like maintenance requests or work orders.

Archiving Emails from your inbox in Outlook 

If you archive an email from your inbox in Outlook, you might wonder what happens to that email within Re-Leased.
Good news! Archiving emails in Outlook does not remove them from Re-Leased. You'll still be able to view and manage your archived emails within Re-Leased, ensuring that all your property management communications are intact and easily accessible when you need them.

Understanding Email Visibility in Re-Leased Packages 

The capabilities of your Re-Leased package determine the visibility options available for managing and viewing emails. Here's how it works

  • Users with the Core package can view emails connected exclusively to their own account.
  • Users with the Pro package, however, have enhanced visibility. They can:
    • Make their email accounts visible to users within their organization.
    • View email accounts of other users who have been made visible to them.

This tiered approach ensures that you have control over your email information within Re-Leased.

Email Storage and Security

Emails are not permanently stored within Re-Leased. If you disconnect your Outlook account, the emails will no longer be visible in Re-Leased. To ensure the security of your integration:

  • Re-Leased utilizes a secure 2-factor authentication process.
  • We adhere to stringent security protocols.
  • Your Outlook password remains confidential and is not shared with Re-Leased.

The integration is not accessible to third parties, maintaining the privacy and integrity of your communications.

Managing Integration Issues

If you encounter any difficulties with your email integration:

  • Try refreshing your connection by disconnecting and then reconnecting your Outlook account.
  • Reconnect to Outlook if your session or password has changed to refresh the integration.

Remember that you can connect one account per user, and an account can only be connected once to avoid any conflicts or double-ups. So it might pay to confirm no one else has already connected the account you are attempting to connect.

Was this article helpful?