Email a File

Reports and documents can be emailed directly from SRM software in PDF format, by selecting the Email as PDF in the Printer Selection window.
Report output to an a Excel spreadsheet does not respect the Printer Selection, but can be emailed only if the feature is activated in the Company Miscellaneous Parameters.

The email server information can be setup in the Email Configuration window in Company Miscellaneous Parameters , and each operator's email address can be defined in Operators to be used as the mail From address.

Email Exceptions:

• Associated documents, such as 'Safety Sheets' are not emailed.
  When a Contract or Work Order has as an associated Safety Sheet, the Safety Sheet document is not emailed, as Safety Sheets are created and stored on the Client, and the Contract or Work Order PDF is created and delivered server-side.
• Email cancelled.
  If the email option has been selected for a report, document or spreadsheet, and then cancelled prior to emailing the output is generated as a PDF document or as a spreadsheet and displayed on the screen.
  No email is sent.

After the document has been selected to be emailed, the operator is prompted for the following information:

EMAIL ADDRESS

This Email Address Entry pop-up window is only triggered if no email address exists for the operator defined in Operators to be used as the From address.
Enter the From appropriate address for this report output.

This address will be saved as the Email Address in the Operators file for this operator, for future emails.

EMAIL TO

The email address for the operator as setup in Operators is displayed.
This To address can be over-typed if required.

Note: Refer to Company Email Configuration for information on the Email setup and the "Acceptable Email Address Formats".

SUBJECT

The name of the document is displayed to be used as the email subject.
This can be over-typed if required.

CC

Enter an optional additional email address that should receive this report.

Finished?

Click ACCEPT to generate the email with the report or spreadsheet as an attachment, or click CANCEL to abort the email and to display the report or document in PDF format, or the Excel spreadsheet on the screen.