Printor Email a CPR

  1. At the CPR listing, click on the CPR # to view the details form.
  2. Click the Reports button.
  3. Click CPR Proposal from the drop-down.
  4. Select the format of the CPR Proposal Items.
  5. Select a Report Template.
  6. 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)
  7. If Email DOC or PDF is chosen, select the Email Template.
  8. Click OK.