Deliver Reports with SureReceipts

Report Delivery > SureReceipts > Deliver Reports with SureReceipts


	Deliver Reports with SureReceipts

To deliver a report through SureReceipts…

With your report open in WinTOTAL, choose Deliver Report, Using WinTOTAL SureReceipts from the menus. Or, if you’ve configured this as your default delivery method, just click Send in the toolbar.
The SureReceipts Overview screen appears explaining the advantages of this deliver method. If you’d prefer not to see this screen in the future, check the box to the lower left and click Next.
Complete the necessary fields in the Delivery Information screen. To save time, you can automatically fill in most of these items based on the customer information from your report. Click the drop-down menus to see the automated information available for each field.
For the address fields, you can choose a recipient from your WinTOTAL Contacts Database to speed up this process. Click the To or CC link to open the Select Recipients screen. Double-click the appropriate contact to add that person to your Message Recipients screen, and then click OK.

You can also insert text directly into the message that your customer sees when they retrieve a report. To do so, check the Include standard message text box.


		Note: For more information about setting up your Standard Message Text, see the respective section of this user guide.

There are two remaining options that add automated text to your message. Check either Acrobat download instructions or XSite Order Manager Information to automatically insert the respective instructions that explain these useful tools to your customer.
If you use WinTOTAL’s digital workfile feature, you can have a copy of the PDF file automatically added to it. This ensures that you always have an exact copy of the report you send to your customers. Check the Save PDF to report’s Workfile box to enable this feature.
Click Finish and select the forms you’d like to include in your report from the screen that appears.
Set any other options as necessary and then click OK.

Your report is generated and uploaded to the SureReceipts server. Immediately, your customer receives an e-mail containing a link to the report. When your customer receives the message and clicks the link to retrieve the report, you are sent an e-mail notifying you of the event.


		Hint: When your customers download a report, it doesn’t go away. Instead, the report remains on the SureReceipts server for 30 days. If your customers need to re-access the report during that time, they can simply click the e-mail link again. Each time the report is accessed, you are notified.