Use webmail to email documents

You can send reports and layouts by email using webmail providers such as Gmail, Yahoo and Microsoft 365.

Enter your email settings

Follow our set up your documents for email if you're setting up in Sage 50 Accounts.

If you use Sage 50 Payroll, or you want to apply detailed email settings, follow the steps below.

Enter your Simple Mail Transfer Protocol (SMTP)

Follow the steps below to enter your SMTP settings in your Sage software.

If your email provider ends support for SMTP, visit our changes to SMTP email authentication affecting Sage software article.

1. Select any report or layout in your software, then click Edit.
2. In Report Designer click Tools, click Options and then click Email Setup.
3. In the Default Provider drop-down, click Internet Mail (SMTP).
4. Select the Where MAPI is specified in the report, use the default provider instead check box.
5. Under Available Providers, click Internet Mail (SMTP) then click Configure.
6. Select your Mail Provider, or if your provider isn't listed click Custom.
7. Click Next and enter the required fields from the below table:
   

   Display Name	Enter the name to appear when you send the email, for example, your name.
   Email Address	Enter the email address you send the email from.
   Password	Enter your email account password.

   If you chose Custom in step 6, you must also enter the following:
   
   NOTE: You must find out the Simple Mail Transfer Protocol (SMTP) settings for your email provider. We've gathered SMTP settings for common email providers. If these settings don't work, contact your IT support.
   

   Username logon (optional)	If your email account has a separate username, click this checkbox then enter the username.
   SMTP Server	Enter the SMTP server name.
   Port	Enter the port number used to communicate with the SMTP server.
   Use Secure Socket Layer (SSL) connection	Click this check box if your SMTP server requires a secure (SSL) connection.

8. Click Next, then click Send a test message.
9. Enter an email address to send a test message to, then click OK.

If the test email is successful, your SMTP settings are correct. If the test fails, you must check your settings and repeat the above steps.

NOTE: If you use Gmail or Yahoo, you may experience an error when sending a test email. This is due to Google 2-step verification, or the Access for less secure apps option. Find out more in our Error: 'Unknown error' when emailing documents using webmail and 2-step authentication article.

Add email settings to your document

1. Open your software, browse to and select any report or layout, then click Edit.
2. In Report Designer click Report, then click Email Settings.
3. In the Sending Options area, select the option to Send emails immediately.
4. Select Internet Mail (SMTP) from the Mail Provider drop-down menu, then click OK.
5. Click File then click Save All.
6. Click File, then click Exit.

Email your document

Once you've applied your SMTP settings, you can email your documents successfully.

 Note: Emails sent using SMTP settings don't appear in your Inbox or Sent Items.