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Sage 50cloud Accounts - Set up your documents for email

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This guide takes you through applying email settings to your Sage 50cloud Accounts documents using the Email Defaults module. Whether this is for Microsoft Outlook or a Webmail provider such as Gmail or Yahoo


In Sage 50cloud Accounts you can send reports and layouts by email through Microsoft Outlook or webmail. You can use the Email Defaults option to apply email settings to multiple documents at once.

The very first time you want to email a document from Sage 50cloud Accounts, you must configure your default email settings. You only need to do this once.

Let's go through the three step process.  Click the links below to expand the information you need.

1 - Set your email provider

To set email defaults, click on the email provider you are using below for the relevant steps.

2 - Apply Email Settings

After setting up the email defaults, you can then click the required tab, for example Invoice, then apply your email settings.


3 - Save your changes

Once you've applied the email settings to the required areas, you can save your changes, selecting which layouts to apply the email settings to.

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


4 - Troubleshooting

If you experience any issues when emailing your document, you can follow our troubleshooting guide to resolve your issue. Read more >

TIP: Reports and layouts are sent using the default profile if you use Microsoft outlook,  or from the email address you specify in SMTP settings if you use webmail. Read more >

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