Emailing a report of questions
Contents
When the Questions spreadsheet begins to fill with tasks assigned to case staff, you can simply sort the records by person or another status and instantly produce a Microsoft® Outlook email that includes an Adobe® Acrobat PDF file attachment of the report based on data in the current spreadsheet view. Each email automatically includes text that you can customize or modify, and includes a link where the recipient can download a copy of Adobe® Reader, if needed.
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This reporting ability is available for all CaseMap spreadsheets by clicking on the Reports ribbon and then clicking Print or PDF Current View > Print to PDF (Email). Use this feature to quickly update clients, senior staff, or other case staff of any changes or the current state of essential case information. |
In the message box, click Yes to continue.
When the printing process is complete, a Microsoft Outlook email displays on-screen with the Questions report automatically included as a PDF file attachment. Notice the the email also includes pre-written content identifying that a report is attached in Acrobat and was created by CaseMap. It also includes a link to download the free Adobe Reader software, if the recipient needs to view the report. The email content can be modified to include any information and instructions you wish to add or delete from the template.
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