Custom Email Domain Setup 

Step 1: 

Provide setup details to Tabs

Share the following information with your Tabs Implementation or Customer Success Manager:

• Sender Email Address (ie. Billing@yourcompany.com)

• Display Name (ie. Acme Finance Team)

• Email Provider (Google Workspace / Outlook / Other

• IT/DevOps contact (it@yourcompany.com)

Step 2: 

Create or enable the email inbox

Make sure the email address provided above is setup properly and can receive replies.

If using Google Workspace

1. Create a Google Group using the sender email address

2. Allow external senders

3. Ask your Implementation or Customer Success Manager for your unique invoices@tabs email to add as a ‘group member’ subscribed to each email

4. Add forwarding if multiple teammates need visibility

If using Outlook / Microsoft 365

1. Create the mailbox or shared inbox

2. Confirm external senders can reply to it

3. Ask your Implementation or Customer Success Manager for your unique invoices@tabs email to add as a ‘group member’ subscribed to each email

Step 3: 

Add DNS records

Tabs will send an automated email to your IT/DevOps contact with the necessary DNS records.

Your IT team will:

• Add DKIM / CNAME entries to your domain DNS settings

• Confirm once records are saved

You’ll receive an automated email asking you to verify the domain, click the confirmation button.

Step 4: Tabs activates your domain

After DNS is verified, Tabs will activate your custom domain on our side.

Once active:

• All future outgoing emails (invoices, reminders) will come from your custom address

• Customer replies will route back to your inbox

Issue

What to check

DNS not verifying

Records may still be propagating (can take up to 1 hour)

Replies aren’t received

Check forwarding rules and inbox permissions

Unable to create an inbox/group

Escalate to IT or DevOps permissions