Printor Email a CPR
- At the CPR listing, click on the CPR # to view the details form.
- Click the Reports button.
- Click CPR Proposal from the drop-down.
- Select the format of the CPR Proposal Items.
- Select a Report Template.
- Select an Export option. The last two options would attach the CPR to an email so it can be sent to the client.
- DOC (Microsoft Word 2003)
- DOCX (Microsoft Word 2007)
- PDF (Adobe Acrobat)
- Save DOC to Linked Files section
- Save PDF to Linked Files section
- Email DOC (Microsoft Word 2003)
- Email PDF (Adobe Acrobat)
- If Email DOC or PDF is chosen, select the Email Template.
- Click OK.