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Version 7 Service Pack 1 Published 22 December 2020
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Email a document as an attachment
Once a document has been created in the letter editor it can be emailed to either the Client, the Referrer or both. Choosing Email As Attachment sends the document as a file rather than within the body of the email.
Send to [Client name] - all email addresses are displayed (and sent to). This allows a document to be sent to multiple people related to a client for example, if the report is about a child and both parents need to be sent a copy, then they can both be emailed at the same time.
ThirdParties – displays any Third Party with an email address
Referrers - displays all Referrers with an email address. If there is a Referrer related to the appointment selected, then this is displayed in bold at the top of the list.
No email addresses are selected to avoid sending to the wrong person.
If an email address is selected from ThirdParties or Referrers, then it is copied into the Otherrecipients field. Any email addresses in the Otherrecipients field will be displayed in the following dialog will display to confirm ALL of the email address that the email is being sent to.
Click OK to send the messages
Click OK
The email is saved into the Client record under the Documents/Phone Calls tab in the Contacts section.