Gmail Integration available in TPS Cloud Axis Ultimate Plan

Integrating Gmail with your TPS Cloud Axis Ultimate Account allows you to send emails effortlessly through TPS, using Gmail account, it could be configured for the 'Firm' or for an 'Individual' staff account. This ensures a smooth and efficient workflow, bringing convenience to your communication process. Please note that this integration is designed for sending emails only, and not for receiving. Additionally, one of the standout features of this integration is the ability to view the Gmail Calendar directly via 'Workflow Employee Calendar.' This integration helps you manage your schedule, helping you avoid overbooking or missing an event, and ensuring that your day runs smoothly.

• Choosing Your Email Method:

Once the integration is enabled, sending emails through TPS Cloud Axis becomes a breeze. Whether you're utilizing the Send Email functionalities available throughout the software or opting for the Print/Send Menu options, the software allows you to decide your preferred email method. 'Gmail & Calendar' will be listed as one of the available options, bringing you flexibility and convenience.

• Understanding Gmail Integration Limitations:

It's crucial to be aware of a limitation associated with the Gmail integration. While this feature enables you to send emails using the Gmail account, any replies from clients will only be available within the Gmail Inbox folder. TPS Cloud Axis will not capture these replies, and they won't be visible within the software. This is an important consideration for maintaining comprehensive communication records.

We understand that different firms have varying needs and if your firm is seeking for a solution that allows both sending and receiving emails within TPS Cloud Axis, we recommend exploring the features offered on the 'Default/Bidirectional email' and/or the 'Office 365 Account integrations'. These integrations provide a seamless way to send and receive emails directly within the software, ensuring that all communication history is conveniently stored in one place.

• Enabling Gmail Calendar View:
  This feature allows you to seamlessly blend your Gmail Calendar events into your TPS Workflow Employee view, enhancing your ability to manage your day efficiently.
  
  
  

  • Why Enable Gmail Calendar in TPS Cloud Axis?

    • Avoid Overbooking: Keep your day organized by having a unified view of both TPS and Gmail events. This helps prevent overbooking and ensures you stay on top of your commitments.

    • Streamlined Workflow: Accessing your Gmail Calendar within TPS eliminates the need to switch between platforms, streamlining your workflow and saving you valuable time.

    • Effortless Management: Enable or disable the visibility of Gmail Calendar events based on your preference, giving you full control over what information is displayed within TPS Cloud Axis.

• How to Enable the Gmail Integration: 

1. Log in to your TPS Cloud Axis Account.
2. Navigate to the 'Integrations' menu.
3. Select 'Configure' and locate the Gmail Account integration option.
4. Click on 'Enable' to select the connection options and sign in with your Google account.
   
   

By integrating Gmail with your TPS Cloud Axis, you can unlock the potential of sending emails and viewing your calendar, making it easier than ever to manage your time effectively.

If you encounter any issues or have questions about the integration, our dedicated support team is here to assist you. 

Sincerely,

1-888-877-2231 - toll-free

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