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Jim2® Business Engine Help File

Navigation: Jim2 Functions > Email (inc. Archiving)

Set up and Use Gmail in Jim2

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Sending Email

The best practice approach is to have a relay connector created that allows Jim2 to send outbound email without authentication via Gmail. The only requirement is that you must have a static IP address for this to be possible.


Setup detail can be found here:



You should select Only accept mail from the specified IP addresses and enter your external static IP address. Do not select Requires SMTP Authentication.


Once completed you can update the default SMTP address in Jim2 via Tools > Options > Other > Email, and test to ensure all is working as expected.


gmail smtp relay


If you do not have a static IP address, there is a workaround option where each Jim2 user is set up with an email send record via Tools > Setups > Email > Email Accounts.


gmail alternate setup


This is not ideal – if a user changes their Gmail password, it must also be updated in Jim2 email settings.


In addition, each of the users would then be displayed in the From list within Jim2 email, ie. if you have 10 users, they would also be displayed in the list below.


showing multiple email addresses


SPF Record

When sending email via gmail for your domain name, best practice is to ensure your DNS has been updated to include google as a provider authorised to send email from your domain name.


Please refer to


Retrieving Email

Retrieving email from a Gmail requires the following:

1.Ensure POP has been enabled on the applicable Gmail mailbox.

2.Update the POP connector as follows via Tools > Setups > Email > Email Accounts:

gmail pop


Further information:


Add Folders and Tags

Attach Documents to Email

Bulk Email from a List

Compose and Send Emails

Create a Default Email Template

Create a Job, PO or Quote from an Email

Create a Link Within an Email

Create an Email Archiving Rule

Create an Email List

Create an Email Template

Delete an Incorrect Email Address

Delete Multiple Emails

Edit Dictionary

Email from CardFile List

Email to Multiple Contacts


Email Options

Find Missing Emails in Jim2

Link an Email to a Job, Purchase Order or Quote

Manually Move and Tag Emails

Restore Archived Emails

Send and Receive Emails

Set up and use Random Email Templates

Set up Email Account

Set up Email Tag

Set up Email Folder

Set up Email Rule

Set up Email Security

Set up Incoming Emails

Set up Outgoing Emails

Use Email Templates

Use Office 365 with Jim2 Email