In order to speed up the process, the client header has a field for the email address, entering the information at the booking stage saves time later on in the booking process.
It is also better if you select the e-mailshots at this stage unless the client insists that no mailshots be sent.
When any on demand document is produced then the following screen will be displayed.
If you select the Email button then the following screen will appear.
The email address is displayed and a free text message can be added under the field Message.
You can add additional saved documents if required.
Clicking OK will use your standard default email client. I,e, Microsoft Outlook . This will send this email to that program and sent in the normal way.
If you wish to print as well, you can.
Selecting the print set-up will display all the printer drivers you have set-up in Windows Print Manager. From here you can choose the printer you wish to use alternate from the standard default set-up within printer allocation. If you have a FAX driver in you set-up you are able to Fax as well as print.
Source can also be selected if you wish to print onto different trays. Please note that the landscape does not operate under these conditions, as the default is portrait.
Don’t forget to press the print button after you have been into the print set-up to print the document
Most of the other buttons are note used at this point as the format has already been set in the document designer.
When an email has been sent, it is
recorded in the document history of Traveller. You can at any time reprint the
document produced at any time. Please note that the above applies to all documents
in Traveller including e-documents and
e-quotes.
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