The Email
Attacher can be opened from the Actions Menu or when you choose to
email a report as a PDF document.
Overview
When you view a report in the Print Preview window, you can click
the Email button to send the report in an email message. To do that
you simply click the 'OK' button on the Email Report dialog and a
new email message is created with the report attached as a PDF file.
Add a message and choose the email addresses from your Outlook
address book and click 'Send'.
Sometimes, though, you may need to send multiple reports and or
other file attachments, to the same person or people.
The Email Attacher dialog offers a second option to directly
attaching the report as a PDF in an email, the option to "collect"
all of the files you want to send, then sending them all in one
email message.
To do that, click the 'Don't Send; Store in Email Attachment List
Only' checkbox on the Email Report dialog. Change the attachment
name if you like, then click 'OK'.
The Email Attachment dialog will be displayed on top of the
application, with the report PDF file in the list. Any email
addresses that you selected will be added to the 'Send To' list on
the second tab.
The Email Attacher can also be opened from the Actions menu by
clicking the 'Star' button in the upper right corner of any page (on
the right side of the Department Navigator).
Adding Other Files
You can add more files to the list by previewing other reports and
repeating the steps above. You can also include other files by
clicking the 'Attach File' button on the Toolbar, then choose a file
on your computer or network.
Removing A File
To remove a file from the list, click on it to select it, then click
the 'Remove File' button. You can clear out all of the files by
clicking the 'Clear All' button.
Choosing Who To Send To
The 'Send To' tab lets you select email addresses from the CRM by
choosing the Company (or other email source), then double-clicking
on each email address in the list on the left to move it to the list
on the right or using the appropriate buttons to add/remove
addresses. You can choose from any number of companies and add as
many addresses as you like.
Sending The Files
When you're ready to send all of the files in an email message,
click the 'Email' button on the Toolbar and a new Outlook message
will be created with all of the files attached.
As with all floating dialogs, you can resize and position the dialog
on your desktop and it will 'remember' its size and position the
next time you open it.
Combining PDF Files Into One
Click on the "Combine PDF Files' tab to use the utility that will
put two or more .PDF files into one. Enter a new name for it, then
use the UP & DOWN arrows to put the files in the correct order.
Check the files you want to include in the new file and click
'Combine Files'. The new file will appear in the list and the files
used to create it will be removed.
