First, you must set up your email settings depending on the email service you use.
- Click Settings.
- Select Email & Order Defaults.
NOTE: To amend email settings for a letter, you must select and edit the letter template, and amend the email settings in Report Designer. For more information, see adding email settings to a document.
Email a layout or letter
To email letters or layouts, such as invoices or statements, locate and select the layout you want to use then click Email.
TIP: The layout goes to your drafts folder if you use Microsoft Outlook, and sends straight away if you use Webmail.
Email a report
- Locate and select the document you want to email, then click Email.
- If a Criteria window appears, enter any relevant criteria, then click OK.
If you've configured your email settings in the previous section, the document goes to your email Inbox or Drafts folder. If you've not configured your email settings, proceed to the next step.
NOTE: If your documents fail to email or don't look as expected when you open them, view our troubleshooting email errors and issues article.
- When prompted to send the document as an attachment, click Yes.
- In the Provider drop-down, click the email provider you're using.
- In the Format drop-down, select the required document format.
- Click OK.
When the email generates, enter the recipient's email address then send the email.
What next?
To help you with emailing documents in the future, here are some useful links:
[BCB:19:UK - Sales message :ECB]
