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Utilizing the Address Book to Send Emails

 

  1. Find a report/document that you would like to email and click the Email Report button in the top right corner.


  2. This will populate the Email Report screen. Click To.


  3. Select the Recipient Type from the drop-down.


  4. If you have a lot of contacts, but know who you are looking for, you can begin typing the recipient's name in the Find field and the recipient will be subtly highlighted.


  5. Select your recipients by clicking the box to the left of the recipient name. This will place a check box in the box itself to indicate this recipient has been selected.


    If you would like to select multiple contacts you can click Select All/Select None and then add or remove by (un)checking the boxes as required.


  6. Click OK in the top right corner to choose this recipient.


  7. This will return you to the initial screen. Update the email Subject and Body and then click Send in the top right corner.