DataCourier Delivery from SFREP
If you haven't installed TOTAL Connect, click here for instructions. Otherwise, to deliver your report to DataCourier from SFREP:
Make sure you have the latest updates for your software.
Open your report in your formfilling software, click Orders on the upper left, and select Mercury Desktop Integration.
Enter your a la mode login information, check Remember my password to avoid re-entering your username and password each time you deliver, and click OK.
Select the report pages to include, and click Create PDF.
In the Select delivery destination window, select DataCourier, and click Next.
TOTAL Connect runs a quick UARR review of your report before delivery. If the UARR review finds any errors that are considered to be "critical," the Delivery Wizard notifies you. Click Cancel to stop the delivery process and correct the error. When the errors have been addressed, begin the delivery again.
If there are any errors or warnings:
Click View PDF to review a PDF copy of your report and compare it against the UARR Results.
Click UARR Review to open a separate window and view the UARR Review Results alongside the forms in your report. Click any error or warning in the Review Viewer to jump to that field in the form.
Click Print to print the list of errors and warnings.
If you find a problem that needs to be corrected, click Cancel to exit the delivery wizard. Then, correct the report as needed and begin the delivery process again.
If there are no errors, or if you've reviewed the warnings and errors and determined that no changes are necessary, click Next to proceed.
In the Delivery details dialog, enter the information relevant to your delivery:
Enter the recipient's address in the To field. Enter multiple e-mail addresses by separating them with a semicolon (;).
Enter a subject for your message, or use the drop-down for the Subject field to auto-populate it with information from your report. Customize the subject line using the drop-down list to choose other fields from the report.
Type the body of your message as you want it to appear in the email message that is sent.
Click Preview PDF to view the completed appraisal that the client is receiving.
When you've entered all the necessary delivery information, click Send to deliver the message.