Emailing Workfile Reports

Attach estimate or image pdf reports to an email directly from CCC ONE. Select one or more workfile contacts as the email recipient without having to re-enter or copy and paste information into your email program. Before you begin, ensure that all recipients in the workfile Contacts tab contain a valid email address.

To email workfile reports

  1. Open the workfile, and then select Email from the menu bar. The Email Workfile Attachments screen opens.
  2. Select one or more recipients from the Send to panel on the left, and then select one or more attachments from the Attachments panel on the right.
  3. Select Create Email. The default email program opens a new email message that contains the items you selected.