About email service-fax line access selection
About setting up emailing and faxing through Sage 100 Contractor
About the Email Distribution window
Changing the email server setup when emailing directly
Changing the fax line access setup when faxing directly
About setting up faxing and emailing through Sage 100 Contractor
Requirements for faxing
Using the faxing functionality through the Sage 100 Contractor program requires:
- Installation of the Windows operating system Fax Service component.
- A separate installation and setup of a fax modem in your workstation.
- Access to an analog phone line.
In addition, you must set up cover page information and specify the number of times to try to send a fax that does not go through immediately.
For more information about installing and setting up your fax modem, refer to the documentation that came with your fax modem. Sage 100 Contractor does not provide support for installing or setting up a fax modem.
For more information about installing the Windows operating system Fax Service component, see Installing the Window Fax Services component.
Upgrade to the latest version of Adobe Reader
Adobe Reader supports faxing from Windows. To fax from Sage 100 Contractor, you should download and install the latest version from http://get.adobe.com/reader/.
Turn off automatic updating for Adobe Reader
If you use report scheduling to send faxes, we recommend that you turn off automatic update checking for Acrobat Reader, so that updates do not interfere with faxing of scheduled reports.
Note: Instructions for turning off automatic update checking differ from version to version of Adobe Reader. Refer to the Adobe Reader Help for instructions.
Report scheduling and emailing
Important! Emailing from Sage 100 Contractor requires Microsoft Outlook or access to a simple mail transfer protocol (SMTP) email server.
You can send email from Sage 100 Contractor:
- Using Microsoft Outlook.
- Using the company's default SMTP connection.
- Using an alternate SMTP connection.
You use the Email Settings window to select your preference.
Open the Email Settings window in one of these ways:
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In a Report Printing window:
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On the toolbar, click the Email button.
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In the Email Distribution window that opens, click the Email Settings button.
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In the 7-6 Alerts Manager, click the Email Settings button.
- In the Dispatch Board , click Settings > Email Setup.
Sage 100 Contractor and SMTP
Important! The SMTP server may be located on your workstation PC, on a server on your company’s network, or at your Internet service provider (ISP). If the email server is local, you may need the assistance of an IT professional to properly identify or set up this capability. If the email server is located at your ISP, you may need to contact your ISP for assistance.
Using the ISP’s simple mail transfer protocol (SMTP) server to send email using Sage 100 Contractor typically requires user authentication at the STMP server. (An example of an SMTP email server name is smtp.att.sbcglobal.net.) Different ISPs may use different terms when referring to user authentication. Generally, user authentication means refers to checking that your user name and password are valid.
When sending email through Sage 100 Contractor using an ISP’s SMTP server, you supply only your user name and password for the ISP’s SMTP server. You do not submit your:
- Sage 100 Contractor user name and password.
- Network domain user name and password.
- Windows system user name and password.
Note: We do not provide support for setting up or installing an email server. You set up user authentication and your fax line access dial out number on 7-1 Company Information.