Home
×
Menu
Search
 
   
   
   
 
Version 6 Published 18 May 2020  Bp Allied Support is available Monday to Friday, 9am to 5pm AEST
Email: alliedsupport@bpsoftware.net  Click Remote Support from within Bp Allied for assistance  
Phone:  For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied.  Next, select option 1 for Support or Option 3 for Training

Email a document

Once a document has been created in the letter editor it can be emailed to either the Client, the Referrer or both. This option will insert the letter into the body of the email
 
Click on Email
 
The Email Details form displays
Email a document
1

Email recipients

1. Email recipients
Both checkboxes are unchecked to avoid sending to the wrong person.
Send to [Client name] and all email addresses are displayed.
 
This is the same as currently functionality, but the actual email addresses being sent to are viewable. 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.
 
Send to [Referrers name] and their email address is displayed.
 
2

Attach files

2. Attach files
Edit the Subject Line. By default this displays as the letter template name
Click Attach files, if required
This allows other files to be sent with the email.
 
3

OK button

3. OK button
Click OK to send the email
 
If an email address is copied into the Other recipients field, 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 file under the Documents/Phone Calls tab in the Contacts section.
 

Example of an emailed document

4

Cancel button

4. Cancel button
Click Cancel to cancel sending the email.