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Exchange/Outlook

Enable Microsoft Exchange in Virtual Office CS or SaaS for a NetStaff CS user

note
Thomson Reuters has stopped creating
new
 email domains in the Virtual Office CS and SaaS environments. You can continue creating new user email addresses for
existing
 domains in these environments until
support for Hosted Exchange ends on
August 31, 2026
.
Microsoft Exchange is an email service option available with Virtual Office CS or Software as a Service (SaaS). This will let you access email using Microsoft Outlook in that environment. A domain name is needed for the setup of Microsoft Exchange. Once the account is active, you can sync the email messages with phones and tablets using Active Sync.
Microsoft Exchange is billable (some exceptions may apply).
The user needs to have Virtual Office CS or SaaS permissions enabled before the Microsoft Exchange account can be set up.
  1. In the
    Admin
     tab of the navigation pane, select the
    Users
     link in the NetStaff CS section.
  2. In the Users pane, enter any part of the user's name or sign in in the
    Find
     field, and select the user's name. NetFirm CS displays the user's information.
    If the mailbox is already enabled and active, you can update the primary email address, and the mail items will remain in the mailbox from the prior address. If you want to create a new mailbox and remove the old mail items, turn off exchange, then enable it with the new email address.
    note
    NetStaff CS users with Exchange access can bypass the email verification process. The NetStaff CS user needs to complete these steps to create a new TR account before proceeding.
    2. During this process, you will see a screen that asks you to verify your Email. At this screen, close the window without verifying.
    3. Notify the firm Administrator to enable Microsoft Exchange.
  3. In the
    Settings
     section, select the
    Enable
     button for Microsoft Exchange.
  4. In the
    Virtual Office CS or Software as a Service (SaaS) Microsoft Exchange Settings
     window, enter the email addresses the user will access through Microsoft Exchange.
    note
    • The 1st email address that you enter for the user is considered their primary email address. You can enter more email addresses for which the user should receive mail, but the extra addresses can't match the primary address of any other user.
    • Messages sent via Exchange will use the primary email address as the “From” address. Secondary or alias accounts can't be used.
    • Enter only email addresses with domain names that your firm has registered. For example, you should not enter email addresses that include the following domain names: aol.com, yahoo.com, and gmail.com. While you can't set up Exchange for email addresses with domain names that your firm hasn’t registered, you can set up POP3 accounts for these email addresses and receive mail through Microsoft Outlook in Virtual Office CS or Software as a Service (SaaS).
    • Only 5 email addresses can be configured on this screen. If you need to add more addresses, contact support.
      note
      If a user needs more than 5 email addresses entered, email CPT at cs.citrixportaltech@thomson.com to complete requests for more email addresses to be set up.
  5. Select
    Enter
    .
    If you select the
    Enable
     button for Microsoft Exchange again, you'll see a “Setup in progress” message for each email address. This message appears until the Thomson Reuters Virtual Office CS or Software as a Service (SaaS) administrators set up the account for each email address, which takes 3 – 5 business days. As each account is set up, the message changes to “Active.” Note that the Exchange account will be active for this portal until the portal is deleted.
    Let the setup in progress complete before taking further action unless you need to turn it off.
  6. One-time setup: After the status of the 1st Exchange account that your firm adds changes to "Active," you need to configure Microsoft Exchange. You don't need to repeat this step for exchange accounts that your firm adds later. If you configure Exchange before the status of your firm's first Exchange account changes to Active, the staff member may be without mail for several days.

This article applies to:

  • PRODUCT: Virtual Office CS

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