Setting Up Email for Web Screens

Sage 300 uses SMTP (Simple Mail Transfer Protocol) to send documents via email. You can set up your own SMTP server, or you can use an SMTP service such as SendGrid.

On your Sage 300 server, you can use the Configure Web Screens Email Server screen to enter default email settings that are used when you print documents to email from web screens.

注释：Documents printed to email from web screens are sent from the email address associated with the Sage 300 user who printed the document.

To set up email for web screens:

1. On the Sage 300 server, click Start > All Programs > Sage 300 > Database Setup.
2. On the Database Setup screen, click Web Email.
3. On the Configure Web Screens Email Server screen, in the Settings section, enter settings for your SMTP server. 更多…
   • Server Name. Enter the server name for your email server, using the format smtp.server name.

   • Server Port. The default value is 25, but you can change it. Consult the documentation for your SMTP server or service.

     注释：

     • SSL is required if you use Port 465.
     • Some SMTP services (including SendGrid) recommend using Port 587 to avoid potential rate limiting or blocking.

   • Use SSL. The default value is Yes, but you can change it.

     重要！This setting affects data encryption and authentication. Consult your IT professional or SMTP server documentation to determine which setting to use.

   • User Name. Enter the user name for the email account to be used when sending email.
   • Password. Enter the password for the email account to be used when sending email.

4. In the Send Test Email section, specify a test email address and send a test email. 更多…

   1. In the To field, enter the email address of the recipient for the test email.
   2. Click Send a Test Email.

5. If the email message does not arrive in the email inbox of the recipient you specified:

   • Check the junk email or spam folder for the email account.
   • Check the settings you entered, make any needed changes, and send another test email.
6. Click OK to save your settings.