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
- Open the workfile, and then select Email from the menu bar. The Email Workfile Attachments screen opens.
- 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.
- Select Create Email. The default email program opens a new email message that contains the items you selected.