E-mailing reports Using LIVE

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E-mailing Reports Using Aeros LIVE

A step-by-step guide


E-docs

Gives you the ability to E-mail out reports to Aeros

LIVE Users, Producers, Personnel and Crew.

Send the report automatically after the report has been

generated or after you have reviewed it.

You can set the report to be sent out to multiple people

and in multiple formats.

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Pre-requisites

Version 41.20 or higher,

Reports, SMTP Server

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Initial E-mail Setup

Go to System --> System Settings --> Email Tab

SMTP Server Configuration

This is where you will set up your E-mail server settings. Please

contact your IT administrator for help setting up this information.

This information will only need to be set up once prior to using

E-doc.

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Setting up E-Mail Addresses to Users

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Go to System --> Users --> Manage Users

Select a user and insert users E-mail address in the E-mail field. To set

up a new User, please see documentation to review setting up new

Users.


Setting up E-Mail Addresses to Producers

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Go to System --> Producer Management --> Producers

Select a Producer and insert Producers E-mail address in the E-

mail field. To set up a new Producer, please see documentation to

review setting up new Producers.


Setting up E-Mail Addresses to Personnel

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Go to System --> Personnel (Ribbon Bar)

Select a person and enter their E-mail address in the E-mail field.

To set up a new person, please see documentation to review

setting up new Personnel. You can set up Animal Service

Managers, Service Person, Moving Crew or other.

Note: Assigning E-mail addresses just makes it easier to pull up in

address book. You can insert other E-mails on the report itself.


Setting up E-mails to Reports

You can set E-doc for any report, report link, or parameter set in your reporting section. You can set up whether to automatically send the report once it has run or you can set it up to review the report before sending it out and then send the report with a click of a button after review.

Go to Reporting --> Select any report, report link, or parameter set --> Right click on selected report --> choose E-mail Settings

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E-mail Settings for Report

On the E-mail Settings for Report form you can select an

Existing E-mail or you can enter other E-mails.

If you want to select an Existing E-mail you will find all the E-

mail addresses in the dropdown for “Select Existing E-mails”. You

can then search by name, or type to find the E-mail address.

Once you select Email addresses, you will see them fill the

mailing list below. You can then make changes to the format you

want this person to receive. You can send the report in .pdf,

.jpeg, .rtf, .xls, .xlsx, .csv, .tnt, and .png formats. You can send a

user multiple formats by adding them to the list multiple times.

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Manually Add E-mail Contacts

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To manually add contacts to a report, just type in the mailing list grid.

Once you have all the people you want to send the report to and their

formats, you can select your send options to either send this report after

you review it or send this report once it is generated.


Send Options

If you selected “Send this report when it is generated,” all you have to do is make sure your parameters are set, dates are set, and run the report. The report will then be E-mailed out to all the people on your mailing list in the respective formats.

If you selected “I will send this report after I review it”, follow the following instructions:

Set your dates, set your parameters and generate the report as usual. Once the report is done running, open the report, review the data. If all is ready to be sent off, you will then:

Select E-documents at the very top of the report viewer and click Send. This will E-mail the report to all E-mails in the mailing list in their respective formats.

You can also review or edit your mailing list from here by selecting E-mail Settings.

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The Ability to Export to E-mail is Still Available as Well

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It is important to note that you make sure you assign E-mail addresses with

care. You do not want to accidentally set up an E-mail address for a report

parameter to someone who is not supposed to receive the report.


Want to know more?

Visit our website:

http://www.culturatech.com/products

Contact us to request more information:

[email protected]

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E-mailing reports Using LIVE

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