This release provides a new Print Screen providing improved print and email functionality. This release is Phase 2 of our Report Distribution Project in Expedient Software. Details of later phases are discussed at the end of this document.
This release note covers in detail the following functions:
- Printing
- Emailing
- Previewing
- Attachments
- Auto Save
Screen shot of the updated Print Screen
The left hand side of the screen displays the available printers. The last local printer in your branch will be defaulted unless you are printing a document which requires a specific printer. Click on 
to view the list of available printers at your branch. If you want to print to another branch click in 
to view and select from all available printers in your company
Use 
button to send the document to the selected printer.
The new Print Screen provides improved email functionality.
Add email addresses by clicking in the first cell of the next blank row in the Recipients table. This provides a pull down list so you can select how the email is sent.
Click in the next cell for Cust Code. Use 
to search for a customer or enter a customer code. In the next column, Name, use to find all available active contacts for the Customer.
Double click on the name you want to select. If you need to change the email address or any other details for the contact use 
to access the Personnel Contact screen.
Multiple contacts can be selected from this screen by holding down the Ctrl key while you are selecting contacts, as shown in the screen shot above. On clicking OK all names selected will be inserted in the Recipient List.
Manually type in an email address by clicking in a blank row in the Address column.
Untick the Send? box if you do not want the contact included in the email distribution.
Your name will be automatically inserted at the top of the list in blind copy.
Enter the Subject line for the email. Covering text for the document can be entered in the Body section of the screen. This text can be formatted by hovering the mouse over the word ‘Body’ until a formatting toolbar appears.
Attachments and Preview
The Attachments tab shows the documents that will be sent with the email. Highlight the document and use 
to view the document before sending.
Further documents can be added to the email by using 
. This button opens a screen listing documents attached to the Job or Consol.
Select the document you want to attach from the list. The selected document will be added to the Attachments list. Use 
to prevent the unwanted attachment going out with the email. The Preview button can also be used for each attachment.
Auto Save
Set the document to save to a shared folder for the job or consol to allow other users to access the document.
Select 
to save the document to folder accessed only by your company or 
to share the documents in the web portal with your customer. Based on the type of document Expedient will save the document to the appropriate Docs folder.
When the Email details are completed use 
to send the email with attachments or use 
to produce a hard copy as well as an email.
An example of the email sent is shown below:
Later Phases
Phase 3 of the Expedient Software Print Menu is scheduled for 28th November. This release will provide auto-population of recipients for the document and auto-population of the subject line. This release will affect Export documents only.
Phase 4 will provide auto-population of contacts and subject lines for Import and Customs documents
Phase 5 will provide auto-population of contacts and subject lines for Accounting and all other externally sent documents
See our Demonstration Video on YouTube.
The demonstration video shows the print, email, preview, attachment and auto save functions discussed in this Release Note and shows how recipients are automatically added to the email distribution list in later phases of this project.
Details of Phase 1 of this project can be found in the Release Notes from 12/09/2012 in your Expedient Software Dashboard. This Release Note relates to adding Document Distribution Groups to Customer Personnel in readiness for Phases 3, 4 and 5 of this project.