On the Sales Info tab of the Maintain Customers/Prospects window, you can set delivery options that determine how forms are delivered to your customers. Once these options are set up for a customer, you can send email copies of forms to your customers in two ways: from task or maintenance windows and from the Select a Report or Form window.
From task windows
You can email copies of forms to customers from the following windows:
Just display the desired form on the screen, and select the Email button.
From the Select a Report or Form window
When you are printing certain customer forms from the Select a Report or Form window, you can also choose to send those forms to customers who are set up to receive forms by email. Open the Form Options window to filter your print job, and use the Email Options tab to set the proper options for sending the forms to your customers.
Note: Once you have set the options for emailing forms, make sure you select paper printing options if you don't want to send the form by email.
You can email the following forms to customers from the Select a Report or Form window: