If you experience issues when you try to email your reports and layouts, follow the steps below.
We've gathered the most common issues our customers have experienced.
Click the issue you're experiencing to find the best solution.
These providers retired basic authentication in September 2024. If you send emails via SMTP from your Sage software with either of these providers, you need to update your settings.
For more information, visit our changes to SMTP email authentication affecting Sage software article.
The 'New Outlook' application isn't compatible with your Sage software. To use your software's email functionality, you need to turn this off and revert to the original setting,
To identify if you’re using New Outlook, check the top right of Outlook.

When you try to email a document, the export stops on step 5:

To resolve this:
One of the following messages appears when you try to email:
These errors indicate an issue with your email setup, installation or layout.
Follow the issues when trying to send emails article to resolve this.
The following message appears when you try to email:
'The email settings for this report are not fully configured. Do you want to send the entire report as an attachment?'
This means the layout you're using isn't designed for emailing. You can either use a standard layout that's designed for you to email, or add email settings to your document.
Sometimes, your software says 'The report has successfully output to email', but they appear to be missing in Outlook. If you can't see the email in Microsoft Outlook, check the Inbox, Drafts and Sent Items folders.
If you email documents using webmail, Sage sends the email to your recipient using your email provider's SMTP settings. It doesn't communicate with your mailbox and doesn't appear in the folders.
If the format of the document is wrong when you preview it, for example, it's missing a logo or text, you can customise it. For help with resolving this, follow the customise reports and layouts article.
If you can't find your emails in your Drafts folder, check your Inbox and Sent Items folders. When you add email settings to a document, provider MAPI sends documents to your Inbox, whereas with Microsoft Outlook they go to your Drafts folder.
If your email settings are wrong, use our add email settings to a document article to amend the email settings.
If the recipient doesn't receive the email, check the following: