Solution Properties
Solution ID:
200427112408752
Last Modified Date:
Wed Jun 17 15:17:38 UTC 2026
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Use webmail to email documents
Description

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

Cause
Resolution

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 select Edit.
  2. In Sage Report Designer, go to Tools, select Options, then select Email Setup.
  3. In the Default Provider dropdown, select Internet Mail (SMTP).
  4. Select the Where MAPI is specified in the report, use the default provider instead checkbox.
  5. Under 'Available Providers', select Internet Mail (SMTP) then, select Configure.
  6. Select your Mail Provider, or if your provider isn't listed, select Custom.
  7. Press 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.
  1. If you chose 'Custom' in Step 6, enter the settings below. If you need help with checking these, visit the common SMTP settings article, or contact your IT support.

Username logon (optional) If your email account has a separate username, select 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

Select this checkbox if your SMTP server requires a secure (SSL) connection.
  1. Press Next, then Send a test message.
  2. Enter an email address to send a test message to, then press OK.

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

Important information

If you use Gmail or Yahoo, you sometimes 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 select Edit.
  2. In Sage Report Designer, go to Report, then select Email Settings.
  3. In the Sending Options area, select the option to Send emails immediately.
  4. Select Internet Mail (SMTP) from the Mail Provider dropdown menu, then press OK.
  5. Go to File then select Save All.
  6. Go to File then select 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.

[BCB:366:UKI - training sales:ECB]
Steps to duplicate
Related Solutions