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