Email a File
Report or Document Email as PDF opton -> 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.
Topic Keyword: PCDS11 (4097)