1. Set up a free Twilio email account.  Refer to How to sign up for a free Twilio email account for use with emailing from Sage 100 Contractor version 24.1 and later and Use your Twilio account to send email notifications
2. Set up Sage 100 Contractor to use a Gmail account.  Refer to How do I set up Sage 100 Contractor to email using my Gmail account?
3. Or, set up an SMTP email connection:
   1. Open menu 7-1 Company Information
   2. Click the Email and Fax Configuration tab.
   3. Enter the Email Server and Port#. If the mail server Requires Authentication and/or SSL (Secure Socket Layer), checkmark the applicable boxes.
   4. Click File, Save
   5. Open any report printing window. Select any report.
   6. From the toolbar, click the Email this report icon.
   7. Click the Email Settings button.
   8. Select one of the following options:

• Send email using Microsoft Outlook. In the Email Address box, enter the email address you use in Outlook.
• Important: Improvements for using Outlook were made in Sage 100 Contractor version 26.1. Refer to Using Outlook for emailing in Sage 100 Contractor version 26.1 and later
• Send email using this alternate SMTP connection. Enter the Mail Server and Port#. If required by your email provider, check the options for Requires authentication and Uses SSL. Enter the Email Address and Password for your email account.
• Important: This option will not work if your email account uses 2-factor or Multi-Factor Authentication.

i. Click Save

Unable to send email: Transaction failed

Error: Unable to send email. SMTP server requires a secure connection or the client was not authorized

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