Deliver Reports to Athena Users |
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As easy as it is to send a PDF report to your customers, it’s just as easy to use your MAPI-compliant e-mail to send a copy of your WinTOTAL report to another appraiser who uses the Athena version of WinTOTAL for editing or review. To deliver a WinTOTAL report to an Athena user…
- With your report open in WinTOTAL, choose Deliver Report, WinTOTAL Athena Report Using Outlook or Regular E-mail from the menus. Or, if you’ve configured this as your default delivery method, just click the Send button in the toolbar.
- Complete the necessary fields in the Delivery Information
screen.
- When sending a WinTOTAL report, you an additional option to exclude some information that may not be appropriate to share with another appraiser, such as your WorkSheet or Invoice, from the report you send. Removing other features, like Photos or the Digital Workfile can reduce the size of the file you’re going to send. Just check the boxes for any items which you wish to exclude from the report.
- Click Finish to attach your report to an outgoing e-mail message from your default e-mail client - whether that’s Microsoft Outlook, Outlook Express or any other MAPI-compliant e-mail tool. Then, just click Send to deliver the message.
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