Emailing and Faxing Reports

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 will also have to set up the cover page information and the number of times that the fax re-tries to send.

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 Window 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/.

Disengage automatic updating for Adobe Reader

If you are using the scheduling capability for sending faxes, we recommend that you disengage the automatic “check for updates” capability of Acrobat Reader as it will prevent scheduled reports from completing.

Note: Instructions disengaging automatic “check for updates” differ from version to version of Adobe Reader. Refer to the Adobe Reader Help for instructions.

Report Scheduling and Email Functionality

Important! Using the email capability of Sage 100 Contractor requires Microsoft Outlook or access to a simple mail transfer protocol (SMTP) email server.

The Email Settings window provides a way for you to set up email. You can change the selections to accommodate different emailing preferences.

You can access the Email Settings window through:

• Any Report Printing window by clicking the Email button on the toolbar to open the Email Distribution windows. Then, click the Email Settings button to open the Email Settings window.
• 7-9 Alerts Manager
• Click on Settings in the Dispatch Board, then click on 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 contact your ISP for assistance.

Using the ISP’s simple mail transfer protocol (SMTP) server to send email via 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. In general, however, user authentication means verifying a user’s identity by means of a “user name” and “password.”

In the context of sending email through Sage 100 Contractor using an ISP’s SMTP server, user authentication only refers to verifying the user’s identity at the ISP’s SMTP server. It does not refer to 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 7-2 Company Information.