Add email settings to a document

How to add email settings to your documents in Sage 50 Payroll and Sage 50 Accounts.

Some of the reports in your software already include settings that allow you to send them via email, however others don't.

Follow the steps below to add email settings to a report that doesn't already have them in place.

1. Select the document you want to amend, then click Edit.
2. Click Report, then click Email Settings.
3. Enter your preferred email settings:
   

   Field in your software	Details
   Email message should contain	Select the highest numbered group to send each document to the relevant recipient Select Entire Report to send all of your selected documents to all email addresses TIP: Select the highest numbered group available to send individual emails.
   To	Enter email addresses for people you want to send the report to and click Add. Enter an email address, then click Add. The report will always send this document to that email address. Expressions that define the people you want to send the report to. To use a data field, click Add, then enter the data field name you require. For example, SALES_LEDGER.E_MAIL. You can repeat the above for the CC and BCC sections. For help with doing this, follow the article: add a data field or variable to a document.
   Subject	Click the Subject button and enter a subject for your email or add an expression. Visit the common email subject expressions article to find out more.
   How should the report be sent?	To send the report as a plain text email with no formatting, select Send the report as plain text To send as an attachment, select Send the report as an attachment, with the following message body. Then, enter any text you want to show in the body of the email If required, to change the attachment file type, use the Attachment Format dropdown and configure the Filename. This is PDF by default
   Sending options	To send the email when you click email, select Send emails immediately To save to your Inbox or Drafts folder and check before sending, select Save emails to mailbox. We recommended this option if you're setting up email for the first time or for sensitive information

4. Select OK then Report
5. Go to Report Properties.
6. Enter a new name and description for the document then select OK.
7. Select File then Save As.
8. Enter a new file name for your document, then select Save.
9. Select File then Exit.

To add an Outlook signature to your emailed layouts. Find out more in our article, modify the Outlook signature on your emailed layouts.

You can attach extra documents to your outgoing emails to provide extra information to your customers or suppliers. For example, to add a PDF of your terms and conditions. Learn more in the adding an attachment to emails within Sage article.

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