--- title: How to Setup Email Delivery in Sage 300 description: Learn how to implement the new Sage 300 email setup feature so you increase office efficiency & email documents through Microsoft 365. image: https://www.equationtech.us/hubfs/How%20to%20Setup%20Email%20Delivery%20in%20Sage%20300.png --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # How to Setup Email Delivery in Sage 300 ![technology blog](https://www.equationtech.us/hubfs/How%20to%20Setup%20Email%20Delivery%20in%20Sage%20300.png) **twitter **linkedin **facebook As Sage continues to expand the solution’s functionality following [this year’s earlier release](https://www.equationtech.us/sage-accpac-blog/whats-new-in-sage-300-product-update-1-for-version-2022), with the release of Sage 300 2022.2, you can now email documents using Microsoft 365. Let’s walk you through how to do the Sage 300 email setup so you and your team can take advantage of the added efficiency. ## Sage 300 Email Setup for Desktop Screens 1. Once you’re on the Sage 300 classic desktop, open Common Services > Company Profile. 2. On the **Email tab**, determine how you wish to send email your documents. If you want to use Microsoft Outlook, remove the ‘Use Email Service’ option. If you’re not wanting to use Microsoft Outlook, select this option and then choose one of the options in the Email Service field. 1. If applicable, enter the proper designated settings for your email service (i.e., server name, server port, password, etc.). 1. To send the email to your customers or vendors (either via blind copy and/or bcc), enter the email address in the **Send Copies To** field (Quick tip! If you’re entering in multiple emails, separate each address with a semicolon. For example JoeBlow@company.com;JaneBlow@company.com.) 1. In the **Send Test Email field**, enter in an email address and send a test email message to ensure successful delivery (Quick tip! If the test message doesn’t appear in the inbox, check your spam folder and/or double-check the settings you’ve entered and make any adjustments if necessary). 2. When you’re ready, click the **OK **button to save the settings. Your email is now ready to be delivered to its recipients. ## Sage 300 Email Setup for Web Screens 1. Now, once you’re on the Sage 300 screen, open **Common Services** > **Company Setup** > **Company Profile**.** ** 1. On the **Email tab**, select your email service and then enter the appropriate settings for it (refer to [these additional technical instructions](https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=115363&sliceId=1&cmd=&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl?referral=equationtech) if using Microsoft Graph). 1. Enter any other applicable settings if necessary (a ‘From’ email address, send copies to like a blind copy, etc.). 1. In the **Send Test Email field**, enter in an email address and send a test email message to ensure successful delivery. 2. When you’re ready, click the **OK **button to save the settings. **Email Setup Notes:** Additionally, you can set up your Sage 300 system to send emails using one of the following methods: - **SMTP** - using your own SMTP server, or SMTP service. - **Microsoft Graph** – sending emails via Microsoft 365. - **Microsoft Outlook** - If you already have Microsoft Outlook installed on your desktop, you can send emails from your desktop screens. However, you **can’t** send emails using Microsoft Outlook from web screens. If you have any questions about your Sage 300 email setup, or really any of your business management technology, [our Sage experts](https://www.equationtech.us/speak-with-an-expert) are happy to help. ### Related Articles ##### [Thinking About Moving from Sage 300? Here’s What Nonprofits Need to Know](https://www.equationtech.us/sage-accpac-blog/thinking-about-moving-from-sage-300-heres-what-nonprofits-need-to-know) Sage 300 ERP for nonprofits has served organizations well, but requirements have changed. For a... ##### [Sage 300 & Windows 10 End of Life: What You Need to Know](https://www.equationtech.us/sage-accpac-blog/sage-300-windows-10-end-of-life-what-you-need-to-know) There’s been a lot of conversation lately around Windows 10 end of life and what that means for... ##### [From Start-Up to Quarter Billion – How Sage 300 Scaled Success](https://www.equationtech.us/sage-accpac-blog/from-start-up-to-quarter-billion-how-sage-300-scaled-success) We also have a [video version](https://drive.google.com/file/d/1ssdM9iHt6Wz86A-VDvAER03NdXkAodg9/view?usp=sharing) of this article, where you can hear directly from one of our ERP... ## Need Help Now? 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