In Work with Spool Files, you may create a PDF of a report by selecting the file,clicking the Output as PDF check box and clicking the Next icon . When the PDF is created it displays in an Adobe® Acrobat® window with the standard buttons for viewing, printing, saving, etc.
Note: The more pages a spool file contains, the longer it takes to convert to PDF.
To send the PDF as an attachment to an e-mail:
Click the E-mail icon to display the PDF E-mail window.
Key one or more addresses in the E-Mail Addresses box, pressing <Enter> between each address or use the “autofill” feature that allows you to complete client email address fields with just one click. Refer to the Central Data Base|Client Email Address Maintenance option for setup. After setup, this feature will save you from having to type the full client email address. Start typing a client email address to display a list of available email addresses starting with your keyed character(s). Click the applicable email address from the list to automatically fill the Email Address field with your selection.
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Use the buttons at the bottom of the window to retrieve e-mail addresses from the Central Data Base. See the Note below.
Key the Subject to identify the contents or the e-mail or leave blank to default to "PDF Report" as the subject.
Click the "Notify When Receiver Opens This Mail" checkbox to have a message sent to you when the recipient opens the email.
To include a message on the e-mail, key the message in the Additional E-Mail message text field.
Click <Send E-Mail> to send.
Note: The <Employee Search> button lists the e-mail addresses defined for each employee in Data Base Maintenance|Employee Admin or Employee Profile in Central Data Base. The <Client> button lists e-mail addresses defined for clients in Client/Product Definition in Central Database. The <Vendor> button lists vendors defined in Common Vendor.
An email search function is available for each search function. Click any of the search buttons on the Email Window to list e-mail addresses as defined above. Key search words in the Email field and click the Search icon to search for the email address. When found, click <Submit>. The email address of the selected search item displays in the Email Window.