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E-mailing Reports to a Client |
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E-mailing Reports to a Client |
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E-mailing Reports to a Client
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E-mailing Reports to a Client |
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E-mailing Reports to a Client |
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To e-mail a report to a client:
1.Click on Print to File.
2.Select Adobe Acrobat Document from the file type (dialog may appear differently depending upon the version of Windows).
3.Select a directory and enter a file name to save the report to. The default directory is:
My Documents\Trust Builders\Reports.
4.Click Save.
5.Next locate the file you just saved.
6.Right mouse click on the PDF file icon and select Send To from the menu.
7.From the Send To menu select Mail Recipient.
8.Your email browser should start.
9.Address the email to the individual and send it. The PDF will be attached.