Begin with ownership
Before connecting a mailbox, decide who authorizes it, which teams may use it, what work it supports and how access will change when responsibilities move.
Use a controlled test identity. Provider consent completed under the wrong active account is a configuration failure even when the technical flow succeeds.
Test message fidelity and context
Retrieve a multi-message thread with a harmless attachment, confirm participant and sender information, then relate it to a fictional case.
- Verify inbound and outbound paths separately.
- Confirm the recipient sees the intended sender.
- Open the thread from the connected case as another authorized user.
- Exercise an expired authorization or delivery failure.
Keep one authoritative conversation
Relating an email should not require copying its body and attachments into a note. The conversation remains the communication record; the case supplies its procedural context.
UnionStack supports configured Microsoft, Google and IMAP/SMTP connections. Each provider requires approved credentials and operational configuration.