Probate Plus knowledgebase
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Can I send a set of accounts via email? (PPv4)

Yes, just preview the report that produces the set of accounts. Once the report appears on screen click the "Send PDF of report by email" button at the top of the preview window and choose the recipients from the list of addressees connected to the matter*.

A PDF file containing the report will be attached to your email.

 

* the recipient must be in the address book and connected to this estate. To ensure this is the case go to 'View...List of connected addresses' and, if necessary, click on the 'Add' button in the toolbar. An email address must obviously be entered in their address book record.

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