Simple, Fast Emailing of Forms
Emailing a report is as easy as clicking [F9 Email], then clicking the OK button.
The image below shows the dialog that appears by clicking [F9 Email] button or pressing the [F9] key. The dialog shows the options that are available when emailing a report or form.
Notice the "Delivery For" section at the top. Different settings can be saved for different clients. Upon making a selection in the "Delivery For" box, all the named/saved options become the currently set options.
In this example, this particular client always likes a Zipped PDF file sent to a special email address. So this saved setting uses the following options... The
- .PDF checkbox is marked,
- the Zip Container File options are marked,
- and the client's special email address is ready.
Just click the OK button...
Once the OK button has been pressed, everything is prepared for you, and the email itself displays filled out and ready to have the SEND button clicked...
Review and add additional notes or instructions in the body if desired, and click SEND.
Not sure how much easier it can be made than clicking OK, then SEND.
Simple, Fast Emailing of Forms
“We just love it, absolutely love it. Banks are impressed with it and it won us a new account.”