Email/Fax Printing

When you print a report, you can select Email and Fax options in the Output report to field when eReporting is in use.

Email output option

If you select Email as the output option, you must enter the recipient's email address in the Email address field.

The naming convention for the email's subject line is:

Report	Subject Text	Example
AR Statement	Report name appended with period end date	AR Statement 31/07/18
AR Invoice	Report name appended with invoice number	AR Invoices INV310347
AP Remittance	Report name appended with payment reference & posting date	AP Remittance 000010 19/07/18
Purchase Order	Report name appended with PO number	PO Purchase Order PO100

Fax output option

If you select Fax as the output option, enter the recipient's fax number. When you click the Print button, enter fax details.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

To name

The recipient's name.

To company

The name of the recipient's company.

Subject

The default value is the report name, but you can change or add to it. You can enter up to 45 characters.

From name

The default value is the current user's real name (entered in User Preferences), but you can change it. If the user does not have a real name set up, then it defaults to the user's login name. You can enter up to 45 characters.

From company

The default value is the name of the company that the user is logged into, but you can change it. You can enter up to 45 characters.

From voice number

The default value is the phone number of the company that the user is logged into and includes phone masking.

From fax number

The default value is the fax number of the company that the user is logged into and includes phone masking.

Cover Page

Select the cover page to use for the fax. This is taken from General Fax Preferences, but you can change it before printing.

Comments

Enter a comment, up to 45 characters long. This prints on the fax cover page and also in the body of the text.

After you click the OK button, the reports are sent to the task queue for processing and from there passed to the queue; print, email or fax, for distribution.

Note

The email and fax options are only available by clicking the Print button. They are not available if you click the Quick Print or Preview buttons.
You can customise the fax cover page.

A Facsimile Transmission Report can be accessed from Greentree Desktop's Reports/Other Reports menu. This outputs information relating to faxes sent from the current FaxMan system. The report can be sorted by date and time, report name, or destination. Note that opening and closing the report initialises and de-initialises FaxMan, so performance of the form may be impacted during these steps.