Setting Up Email for Web Screens

You can set up Sage 300 web screens to send documents via email.

You use the Email tab on the Company Profile web screen to enter default email settings that are used when you print documents to email from web screens.

To set up email for Sage 300 web screens:

1. In Sage 300 web screens, open Common Services > Company Setup > Company Profile.

2. On the Email tab, specify an email service (how you will email documents), and then enter settings for the email service:

   • Basic Authentication SMTP

     • Server Name. Enter the server name for your email server, using the format smtp.server name.

     • Server Port. The default value is 587, but you can change it. Consult the documentation for your SMTP server or service.

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

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

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

     • Username. Enter the username for the SMTP server to be used when sending email.
     • Password. Enter the password for the email account to be used when sending email.

   • Microsoft Graph

     • Tenant ID. Enter the tenant ID (alternatively called the directory ID) from your Microsoft 365 account.
     • Client ID. Enter the client ID (alternatively called the application ID) from your Microsoft 365 account.
     • Client Secret. Enter the client secret from your Microsoft 365 account.

     For additional technical information about setting up Microsoft Graph, see Sage Knowledgebase article 115363.

3. Enter other settings. More...

   • From Email Address. Enter the email address to be used when sending email.

     Note: If you send email using Basic Authentication SMTP as your email service, this address may need to match the one you enter in the Username field, or may not work unless you set up an email alias. Consult your SMTP server documentation for details about sending email.

   • Send Copies To. To receive copies of emails that you send to customers or vendors, enter one or more email addresses where copies should be sent.

     If you enter multiple email addresses, separate them with a semicolon. For example: [email protected];[email protected].

     Note: This field works like Bcc (blind carbon copy). Email recipients are not alerted that you have sent a copy to yourself.

4. Under Send Test Email, specify a test email address and send a test email. More...

   1. To. Enter the email address of the recipient for the test email.
   2. Send a Test Email. Click to send a test email using the settings specified on the Email tab.

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.