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Forms that support emailed attachments

Attaching files individually using the Add Attachment window

Emailing files attached to records

Including attachments when you email forms

There are two ways you can include attachments when you email forms:

  • You can use Outlook to email an attachment directly fro the record using the Attachments window.

    Note: Emailing attachments directly from the Attachments window works only if Microsoft Outlook is your default email client.

    For help on emailing directly from a record, see Emailing files attached to records.

  • When emailing certain forms to a single job, client, or vendor from report-printing windows, you can include supporting documents that are attached to the record you are emailing. In the email distribution window, you can select one or more of the record's attachments to include in the email.

To include attachments when you email forms:

  1. In a Sage 100 Contractor report-printing window for a form that supports emailing attachments, specify criteria that identifies the job, client, or vendor you want to email.

  2. On the toolbar, click one of these email buttons:

    • Click the Send report as an Outlook email attachment button to use Outlook email.
    • Click the Email this Report button to use an SMTP email connection.

  3. In the Email distribution window:

    If you are using Outlook:

    1. Enter a subject and a message in the boxes provided.
    2. Select contacts for the job client or vendor recipients.
    3. To use a more descriptive name for the report you are emailing, in the Report attachment name box, type over the default name.
    4. Click Select more attachments to include, and then:

      1. In the Attachments window, select the checkboxes for the attachments you want to send with the emailed form.

        Select Include job attachments if you also want to include attachments for the job.

      2. Click [OK].
    5. Click [Send To Outlook], and then use that program to send the message in the usual way.

    If you are emailing using an SMTP connection:

    1. Enter a subject and a message in the boxes provided.
    2. Select contacts for the job client or vendor recipients.
    3. Select email options, as needed.
    4. To use a more descriptive name for the report you are emailing, in the Report attachment name box, type over the default name.
    5. Click Select more attachments to include.

    6. In the Attachments window, select the checkboxes for the attachments you want to send with the emailed form.

      Select Include job attachments if you also want to include attachments for the job.

    7. Click [OK].

    8. Verify that the Email from address is correct.

      To use a different email address, click [Email Settings], and then change the email address in the window that opens.

  4. Click [Send Now] to send the message through your default SMTP connection.