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Print Report with Embed Attachments - RFIs

Modified on: Sat, Apr 16 2022 6:34 PM

Print Report with Embed Attachments - RFIs


NOTE: This feature can only be used on the CMiC System Generated Forms. Swinerton's custom reports/forms can not be used. 

To email one document with the system generated RFI form and all attachments:


STEP 1: Navigate to the RFI you want to print

STEP 2: When in the RFI, click Print Report in the upper corner

STEP 3: In the pop-up window:

  • Group By Report Type box MUST be checked.
  • Report Name: Request for Information Record
  • Click Print


STEP 4: In the new pop-up, change the Destination field to Email


STEP 5: The email window will pop up. Enter the Email Parameters:

  • Enter Email Recipient, including CC, BCC and Message
  • Update Subject & Message Fields as needed
  • Add Attachments by checking the Attachments box.
  • Click Send

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