It would be great if Document Transmittal didn't use client-side Outlook at all, and was handled entirely on the back-end by a service. The necessary fields get added to a table for generation and transmission, and every so often the service goes through and does the work.
The benefit is that I don't have to configure Outlook permissions for every person that does this on the one mailbox that they get sent out of (without just opening it up to everyone). It also saves a little processing on the client side.
by: James G. | over a year ago | 6 - General Enhancements
Comments
We use Document Transmittal without Outlook. We're on 7.4, but this feature has been present in Sage 500 for a long time. In Set Up CI Options, set the E-Mail Transport to SMTP and then enter the appropriate network IP address in the Email Server field. You or your email admin might need to configure your email server to accept and transmit these emails, and possibly set up an email account for this purpose, but client-side email software is not needed for Sage 500 to send emails.
Document Transmittal does not use Outlook. It uses Microsoft's Collaboration Data Object (CDO) to create the email using MAPI (Messaging Application Programming Interface). The permissions issue you are seeing is from your exchange server and not Outlook. It is up to your IT department to ensure proper permissions are set up in Exchange to allow people to use the same mailbox for document transmittal.