Email Settings

Choose the email address and name clients see when Zato emails them.

Email Settings controls the email address and name shown to clients when Zato sends a notification, query or invitation. Choose a sending tier, then set the From email and From name.

Confirm first: The tier names differ between the July manuals (NZ: Client Whitelisted, Zato Hosted, Zato Integrated; AU: Zato Hosted, Branded, Integrated). Check the names on the Email Settings tab and keep only the matching rows below.

Tier	How emails are sent
Zato Hosted	Through Zato’s shared sending identity. No setup is needed, and authentication is handled automatically.
Branded	Emails appear to come from your firm’s name and address, while sending through Zato.
Integrated	Through your firm’s own connected email identity, so emails send as your address.

1. Go to Firm Settings, then Configurations, then the Email Settings tab.

2. Choose a tier and enter the From email and From name.

3. Select Try it (demo) to send yourself a test email before switching clients to the new tier.

How to access: Firm Settings, then Configurations, then Email Settings.

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