E-mailing Reports to a Client

Use the following steps to e-mail a report to a client:

1.Select the output to be PDF.

2.In the "After Creating PDF..." select "Open Folder".

3.Click on the PDF button to generate the report.

4.Select a directory and enter a file name to save the report to. The default directory is:

 My Documents\Trust Builders\Reports.Print to file type

5.Click the Save button.

6.File Explorer should open with the report that was just created highlighted.

7.Right mouse-click over the file name icon and select Send To from the menu, and in the Send To sub-menu select Mail Recipient.

8.Your email program should start (if it was not open already) and an email opened with the report attached.