A client currently prints each check register to PDF and then attaches the PDF to an email (generated outside of Adagio).

They are wondering if there is any way to make this three step process more efficient, preferably from within Adagio.

Thanks

Steve

Adagio ePrint allows sending an emailed report PDF directly from the report dialog, and also allows setting default email address recipient(s). So your client would just need to click the email button that generates the report PDF and attaches to an open email in a single mouse click.

Steve:

Emailing reports directly from Adagio is a function of ePrint.

PrintBoss is alwasy another option.

Hi Doug

How would ePrint do that? I can understand how it will create the PDF file automatically, but how would it know to email it?

Steve

Steve:

1. In Company Profile, turn the function on (by default it is off).
2. In User Preferences, turn the function on (by default it is off).
3. Go to any report. In the print dialogue there is an email icon in the upper left corner. Click on it.
a. New email is started.
b. PDF attached in a zip file (smart thinking on Softrak's part as this should prevent most oversized bounce backs).
c. Fill in email body. If the default 'To' is not the person you want to receive this email then you can change it.
d. Click Send