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The Retirement Analysis Kit Help File

Navigation: TRAK's Ribbon Tabs > File Tab > Print

E-mailing Reports to a Client

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To e-mail a report to a client:

1.Select the output to be PDF.

2.Select Adobe Acrobat Document from the file type (dialog may appear differently depending upon the version of Windows).

Print to file type

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.