How to upgrade to secure OAuth 2.0 email for Microsoft and/or Gmail.
First (everybody): Find out what version you are on. Click on Help > About.
As an example, below this is 2024 software.
If you are on version 2024 or earlier - please follow InstallShield instructions
If you are on version 2025 or later - please follow Service Pack instructions
InstallShield instructions (if you are on 2024 or earlier)
Click on the link below to access our download. Click on 'Download Now' to download and install the software:
https://www.treasurysoftware.com/ach/download.aspx
When you start the software for the first time, allow the software to migrate your settings and license.
On the Home tab > click the bottom of 'Email' > Email Setup > click 'Next' to go to the second panel.
Click on either the:
--Click to Connect - Gmail
--Click to Connect - Microsoft
and complete the popup OAuth 2.0 app wizard.
When complete, click 'Next' several times and then 'Finish' to save the work on the Email Setup Wizard.
You're all done! Go ahead and process/send emails.
Service Pack instructions (if you are on 2025 or later)
You'll be prompted after about two minutes with a confirmation:
Congratulations, you're almost there.
On the Home tab > click the bottom of 'Email' > Email Setup > click 'Next' to go to the second panel.
Click on either the:
--Click to Connect - Gmail
--Click to Connect - Microsoft
and a Windows Explorer window will open.
A Windows Explorer window will open, with the file 'Right-Click-Run-As-Administrator-To-Populate.bat' selected.
Right click on the file and select Run as Administrator and accept the UAC prompt. When complete, you can close the window.
We now return to email:
On the Home tab > click the bottom of 'Email' > Email Setup > click 'Next' to go to the second panel.
Click on either the:
--Click to Connect - Gmail
--Click to Connect - Microsoft
and complete the popup OAuth 2.0 app wizard.
When complete, click 'Next' several times and then 'Finish' to save the work on the Email Setup Wizard.
You're all done! Go ahead and process/send emails.
