Reports are available from many different locations throughout the program. The e-mail choices will change depending upon which book you are working. Some choices may also be unavailable depending which tab of the book you are working. You can e-mail your report in a variety of formats as an attached file. The most common format would typically be an Adobe Acrobat portable document format file (pdf).
Simply select from the menu.
The e-mail form will then open:
Type the e-mail address into the address window, and then select either to send to that person, copy (cc) them, or blind copy them (bcc) and their name will appear in the appropriate window. If you make a mistake and wish to remove that person from your list, click your cursor on their name and right click your mouse. Select delete, and the name will be deleted.
If you wish to select an e-mail address from either of the HireTrack Eclipse Address Books, click the appropriate button and select their name:
A smart find window is available by pressing the search button. Once selected, press the appropriate button (To, cc, bcc) and then press the close button.
If you are using Microsoft Outlook, you may select a name from any of your contacts address books. Press the Outlook button.
Select which Inbox you wish to read. Then select to either send to, cc or bcc that person.
After selecting your recipients, enter a subject, and then choose a format for your attachment. You may change the filename if you wish, and if you are e-mailing from the Job Book, you may also choose to make the Job reference and/or the Job Title part of the file name.
If needed, select a Signature and then enter your message. If you have been granted permission by the system administrator, you may create your own signature. Press the
Create a new record by pressing the
and then entering the information in the space provided. Press the
to save.
Press the Send E-mail button and your message will be sent.