Setting It Up:
You have the option to e-mail memos and other reports from Amsoft. To use this function you need to install it. You can do this by clicking on 'File' from the main menu and choosing 'Options'. You will see an option to 'install pdf print driver for email'. Click on this button to begin the installation, and follow the on-screen instructions.
Also, this feature works with Microsoft Outlook Programs. If you use AOL, Netscape, or some other e-mail program, this funtion may not work. Outlook Express is Shipped free with Windows. If you don't have Outlook, contact your hardware vendor.
When e-mailing reports, what you will actually be doing is creating a PDF file, and attaching it to an e-mail. Luckily, our program will do most of the work for you. Once you have the Free PDF Software, Amsoft will be able to create the PDF, but to be able to view the PDF, you will need Adobe's Acrobat Reader (Also Free). You may already have this program, or you may not want to view PDF's. Whoever you e-mail, however, will need this software in order to view what you've sent them. Amsoft will attach the link to Adobe in your e-mail for you. The link FYI, is //www.adobe.com
Using it:
To e-mail a memo (or any e-mail enabled report), first, check the 'E-mail Report' box at the bottom of the screen. Then print the report. If you have Amsoft set up to preview reports before printing, you will need to close the preview screen before it will e-mail. If you don't have Amsoft set to preview reports, the report will print before going to the e-mail function. Amsoft will then bring up a new e-mail with The PDF file of your report attached. You simply need to enter the e-mail address of the recipient if it is not already there, add whatever you like to the body of the e-mail, and send it.
Hint: Outlook Express has an address book available. Store the e-mail addresses for all of your insured's, company's and other contacts in Outlook for easy access.
That's all there is to it. Please e-mail us with any problems reguarding e-mail: hcs@amsoft.org
Troubleshooting:
-You must have a windows\temp directory. If you are running Win NT or Windows 2000, you will need to create this directory structure on each station.
-You must have the PDF driver installed.
-If you get a message 'Report Cancelled, Create PDF Anyway?' Click on 'Yes'.
-Please e-mail us with any problems reguarding e-mail: hcs@amsoft.org
Other Information:
You may notice that not all reports in Amsoft have this option available. This does not mean that there is no way to e-mail those reports. The PDF driver will actually allow you to e-mail anything that you can print by simply selecting it as your printer, naming the PDF file, and attaching it to your e-mail. This way you can e-mail not only all of your reports within Amsoft, but within your entire computer!