Advanced
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Email Sending, Delivery, and Custom SMTP
By default emails for documents (Invoices, Estimates, Statements, Comments, etc) send through Clientary will be sent through our shared email service. For reasons outside of our control, emails can sometimes end up in spam. If there are any spam issues, it will often depend on the subject line an... -
Clientary provides standard fields for populating your invoice and estimates. For your company's details, these can be found under the "Account" page. For your clients' details, they can be found under each Client's "Edit" page. Additionally, Clientary offers free-form "Extra Fields" for both yo...
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How do I make my logos look good?
You can go to Settings > Account Logos & Header to manage your branding and logos in Clientary. When you do, you'll notice we offer a few different logo types. The Account Logo is presented on your Client Portal as part of the portal header. The recommended format for this is provided in... -
The Clientary UI (User Interface) only supports English, so all navigation, buttons, and instructional text will be in English. However, because of the nature of the content in Clientary, you can still use any language you prefer in your Invoice, Estimate, Project, Proposal, Contract, Tasks, Form...
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Sending Clientary invoices, estimates, and proposals through your own Email Server.
Clientary supports custom SMTP so you can switch to your own email or SMTP servers under your Clientary Account Settings page. This has the benefits of making sure your emails are sent from your identity and can have benefits for deliverability. Google Mail If you using Google Mail as your prim... -
SPF Records and Email Deliverability
All emails sent through Clientary are signed by clientary.com and originate from @clientary.com for best deliverability. By default, you should not have to alter your domain's SPF records for deliverability purposes. However, if you'd like to ensure this even further by adding Clientary to your S...