Emailing files attached to records

There are two ways you can include attachments when you email forms:

• You can use Outlook to email an attachment directly from the Attachments window by selecting the attachment, and then clicking [Email] .

  Note: Emailing attachments directly from the Attachments window works only if Microsoft Outlook is your default email client.

• When you email certain forms to a single job, client, or vendor from report-printing windows, you can attach selected supporting documents that you previously saved to the record you are emailing.

  For help on including supporting attachments when emailing forms, see Including attachments when you email forms.

To email a file directly from the record's Attachment window:

1. In a Sage 100 Contractor window, display a record that contains attachments, and then click Edit > Attachments.
2. On the Attachments for... window in the grid, select the row containing the attached file that you want to email, and then click [Email].
3. On the Untitled Message email window, fill in the boxes, and then press Send.