Solution Properties
Solution ID:
200427112202881
Last Modified Date:
Fri Aug 30 12:56:02 UTC 2024
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Email your documents
Description

You can save time and money by sending reports, layouts and letters by email.  This guide takes you though how to email a document in bite size steps.

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Before you start

First, you must set up your email settings depending on the email service you use.

Microsoft Outlook Outlook should be set as the default email program on your computer, and you must apply email settings to your documents. 
Webmail You can use services such as Gmail, Yahoo and Microsoft 365 to email your documents. As these are cloud-based services, you need to configure your SMTP settings. 

 

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 steps on how to do that, use our guide on 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 is sent to your drafts folder if you use Microsoft Outlook, and is sent straight away if you use Webmail.

Email a report

  1. Locate and select the document you want to email, then click Email.
  2. 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 is sent 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, use our troubleshooting guide to fix any issues.



  3. When prompted to send the document as an attachment, click Yes.



  4. In the Provider drop-down click the email provider you're using.
  5. In the Format drop-down, select the required document format.



  6. Click OK.

When the email is generated, enter the recipient's email address then send the email.

What next?

Congratulations, you've emailed your documents!  To help you with emailing documents in the future, here are some useful links:

 

 

[BCB:112:Limitless - 50 Accounts - Email:ECB]
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