TABLE OF CONTENTS:

Summary

Do you or do any of your users print forms and reports out of AGRIS, scan them, and then email the scan file to others? If so, the new "Email PDF to Me" feature in AGRIS 10.1.2 will simplify the process and reduce time spent emailing AGRIS forms or reports. 

The new, standard feature allows you to setup email addresses for AGRIS users so that users can email forms and reports to themselves and then forward the email with the attached forms or reports (as a PDF attachment) to the applicable parties. The forms and reports are PDF Once setup, the Printer output screen will have option "8=Email PDF To Me" 

Basic Rules

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1. The system will trigger to send automatically to email...no waiting in a spool to trigger the email. 
2. TXT output will create a PDF as the result. 
3. All Email PDF to Me of forms are also enabled to be captured and stored following AttachToo document management rules just like printing of the form. 
4. Option 8 - Email PDF to Current User is only available on output device screen when the current AGRIS user has an assigned system security e-mail address. 
5. Email is not sent to the user when running report streams, running a remote AGRIS session, or current user does not have an assigned e-mail address.  
6. When running a report stream and default output is Option 8, report output will be sent to the AGRIS report spool. 
7. The default email body htm files are located in Packages\Sys folder.  File names are EmailBodyToUser.htm (form) and EmailReportBodyToUser.htm (report).
8. The Form email summary line will show Form Identifier and Document #.  The Report email summary line will show Report Title. 
9. When possible, Form email body will include Form Identifier, Document Number, Name Id, Name Description, and Name Id's email. In one case, printing multiple invoices on a text based form, all invoices print on the same document. As a result, the email body will not contain the listed information. 
10. The Report email body will contain the Report Title. 
11. Email's From and To email address will be the current AGRIS user's email address. 

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• The outgoing server SMTP address in the SMTP Host field.
• The username assigned to this host in the Host Username field.
• The name of your host in the Host Domain field.
• Your name and/or department in the Default "From" Email Address field.

Click OK. 

System Security Business Rules

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4) Admin sets output defaults during Forms or Reports design 

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• The Forms designer and Report designer will allow you to set option 8 (= Email PDF to Me) as a default output. 
• Customize report output defaults is updated to support Email PDF to Me. 
• Add Option 8 - Email to Current User Forms Manager menu options 
• Add Option 8 to Print Output when printing text based form from Form Manager 
• Add Option 8 - Email to Current User Report Manager menu options 

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Example:  A / R Payments Report

Using the Feature

At time of print of a form or report there is an option 8 (Email PDF to Me <name@company.com> from step 1 if fits area email to me if it is too long). 

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