How to Setup your Documents for Email in Sage 50

When working with Sage 50 Accounts it is possible to send reports and layouts by email by using Microsoft Outlook or webmail. In this case, you can simply use the Email Defaults option to apply email settings to multiple documents at once. However, bear in mind that before you can Email your documents, you need to configure your default email settings. So, without much adieu, let us go through the three-step solutions for setting up documents for email.

Steps to Setup Documents for Email in Sage 50

Before you can Email your documents, you need to configure your default email settings. So, without much adieu, let us go through the three-step solution to Setup your documents for email:

Step 1: To set the email provider

To set the email defaults: Start by selecting the email provider you are using for the relevant steps

For Microsoft Outlook:

Note: Check the Microsoft Office and Sage software compatibility guide to ensure that you are using a compatible version of Microsoft Outlook. Remember to back up your layouts.

• In Sage 50 Accounts, go to Settings, then select Email Defaults.
• In the Email Program drop-down, choose Microsoft Outlook.

For Webmail:

If your software uses SMTP to send emails and your provider no longer supports Basic Authentication, you must update your settings. To continue sending documents via email from your software, utilize Microsoft Outlook.

• Back up your layout
• In Sage 50 accounts, click Settings, click Email Defaults, then click Webmail in the Email program drop-down.
• Click your email provider in the Email Provider drop-down, or click Other if not listed.
• Enter the required display name and email address under Sender Details.
• If you chose other in Step 2, enter the server details for your email provider under Server Details.
• If you will always be logged in to your webmail when emailing documents, under Login details, click Use logged-on user details. Or, click Use username and password to enter your user and password details.

Step 2: To apply Email Settings

After you have set up the email defaults:

• Click the required tab, for example, Invoice
• Next, apply your email settings

Step 3: Save your changes

After you have applied the email settings to the needed locations, select the layouts to apply them to, next save your changes:

• Click Apply.
• Select the check box for each layout you want to apply the email settings to.
• Click OK.

Troubleshooting Errors of Setup Documents for Email

When you are facing any problem when emailing a document, follow the Troubleshooting email issues guide to resolve them.

NOTE: Bear in mind that the reports and layouts are sent using the default profile if you use Microsoft Outlook, or from the email address specified by you in SMTP settings when you use webmail. When needed, you can also change the email address reports and layouts are sent from.

Conclusion!

So there you have it friends, these are some of the main aspects, facts, and features on how to Set up your documents for email. Was this article helpful? Do let us know in the space below and we would love to hear from you.

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