XSite Delivery |
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To deliver a report to a customer through your XSite…
- Open you report in WinTOTAL and click Deliver Report,
Using any XSite Order Manager Plugin from the menus.
- From the list of plugins, select XSite Delivery and click Next.
- The Aurora Print Engine appears, allowing you to select which forms in your report you want to include in the final document. Select the forms you want to include, set any other options necessary, and click OK.
- The XSites Delivery Wizard appears to guide you through the delivery process. Click Next to launch the process.
- Every time you run the wizard, the first task it performs is to check for
the latest plugin updates. This takes only a moment and ensures that you’re
using the latest improvements to the process. Once the updates are loaded,
click Next.
- The next step in the wizard presents you with the results of an Errors and
Omissions review of your report. Confirm that the report is acceptable.
- Click E&O Details to get more information about the errors that may have been found.
- Click View PDF to check the PDF file you created.
- If you do find a problem that needs to be corrected, click Cancel to leave the wizard and return to WinTOTAL. Modify the report as needed and then start the process over at Step 1.
- Click Next to continue.
- The next screen gives you the option of creating a customized e-mail message for your client. If you choose not to use one, then the wizard generates a generic message on your behalf. Most clients appreciate a personal touch, so check the Custom e-mail box. Then, if you want to attach an electronic copy of the report to your message, mark the Attach PDF to message box as well and click Next to continue.
- If you chose to create a custom e-mail message, the next step allows you
to create the message. Complete the necessary fields with your client’s
information. You can automatically fill in most of this information based on
the customer information from your report. Click the drop-down menus to see
the automated information available for each field.
- You can also insert text directly into the e-mail message that is sent using information from your report. Check the Include standard message text box, then click Edit standard message text.
- Type the standard message you’d like to include in the e-mail message that accompanies the link to your report. Then, from the list, check any of the report items you want to insert into the message. Finally, type your “signature block” in the final text box and click Save. Now, each time you send a report, this standard text is automatically inserted into the message. Of course, on each report, you can easily edit the default text.
- Click Finish to complete the report and deliver the message to your client.
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