Print Report with Embed Attachments - RFIs
Modified on: Sat, Apr 16 2022 6:34 PMPrint 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