Cadence IP Cadence IP Docs

Settings

Email & SMS

Cadence IP can send and receive email and SMS directly against a matter. This page covers the four things you set up under the Communication group in Settings: sending email from your own address, capturing incoming email onto matters, building your email signature, and sending SMS via Vonage.

Email Settings. Sender identity and SMTP are personal to your account.

Sending email (your sender identity and SMTP)

Outbound email settings are personal to your account — each user sends from their own address using their own mailbox login, so the From address always matches the person who authenticated.

On the SMTP tab, set:

  • Your Sender Identity — the From Name and From Email recipients see.
  • Your SMTP Credentials — the SMTP Server, Port, Username, Password and Encryption for your mailbox.

Click Test Connection to confirm the details work before you Save.

Important

Authenticate with your own mailbox login. Sharing one mailbox login across several users causes Exchange and Microsoft 365 to reject the send as "SendAsDenied", because the From address won't match the account that signed in.

Capturing incoming email

The Incoming Email tab sets up a shared intake address so email can be filed against matters. These settings are organisation-wide.

An intake handle and a subject-line tag let Cadence IP match incoming email to the right matter.
  • Incoming Email Handle — the local part of your firm's intake address. CC or BCC this address on an email and Cadence IP captures a copy against the matching matter.
  • Subject Line Tag — a pattern such as ACMEIP-${matter_id}, where ${matter_id} is filled with the matter's ID. This tag is automatically added to your outbound subject lines and used to match incoming replies back to the right matter (for example, ACMEIP-42).

Building your email signature

The Signature tab builds the signature added to your outbound email. Like sender identity, your signature is personal to your account.

The structured signature builder, with a live preview on the right.

You have two modes, chosen with the Signature Builder toggle:

  • Builder mode (toggle on) — fill in structured fields such as Full Name, Job Title, Company, Phone, Email, Website, LinkedIn and X / Twitter, adjust the styling, and optionally upload a logo (up to 512 KB). The preview updates as you type, and the logo is embedded directly in your emails so it always displays.
  • Raw HTML mode (toggle off) — paste your own hand-built HTML signature instead.

Sending SMS via Vonage

The SMS Settings section connects Vonage so you can text notifications and reminders from a matter. The Vonage connection is organisation-wide.

Connect Vonage with an API key, secret and sender number.

On the Vonage tab, enter your API Key, API Secret and a Phone Number (From) — either an E.164 phone number or an alphanumeric sender ID such as SmithIP. Click Test Connection to verify; a status badge shows whether you're connected. The Signature tab lets you set a short plain-text SMS signature appended to outgoing messages.

For sending and receiving messages on a matter once these are configured, see Communications.