Setting Up Your Mailbox in Microsoft Outlook for PC

Note: This walkthrough is for mailboxes only. You cannot add email forwarder accounts to mail clients. Please double-check which kind of email address you set up before proceeding. 

To add your new mailbox to Outlook on your PC, follow the steps below. You will need for reference certain information specific to your mailbox, which you can find by logging into your Workfolio Websites account and navigating to your custom mailbox settings.

 

  1. Open Microsoft Outlook on your computer
  2. Click on File -> Add Account
  3. If you have...
    1. Outlook for Office 365 or Outlook 2016, enter your email address and click Advanced Options, then select "Let me set up my account manually" and click Connect:
      outlook365.png
    2. Outlook 2013 or Outlook 2010, select "Manual setup or additional server types" and click Next:
      outlook2013.png
  4. On the Manual account screen:
    1. Provide user info (how you want "reply to" to appear) and the email address of your mailbox
    2. Select IMAP as the account type
    3. Fill in the email, password, and server settings from your Workfolio Websites account email page
    4. Check "Remember Password" and "Require logon using Secure Password Authentication (SPA)"
    5. Click on More Settings
    6. Click Outgoing Server tab
    7. Check “My outgoing server (SMTP) requires authentication”
    8. Check "Use same settings as my incoming mail server"
    9. Click on Advanced tab
    10. For both Incoming (IMAP) and Outgoing (SMTP), select SSL from the dropdown boxes
    11. On the Outgoing (SMTP), change the port setting to port 465
    12. Click OK
    13. Click Next

If you have any questions throughout this process, please contact us at support@workfolio.com, and we will be happy to assist you with the setup.

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