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Assignments, E-mail


Assignments given to another User are automatically visible to that User. If the assignment is for an external person, you can send assignment information to the person either in the body of the message or as a pdf attachment.

In the message body:

1. Create or select the assignment as usual. (See: Assignment, Add.)

2. Click the E-mail button. Your e-mail program will open. Your e-mail address will appear in the From line, the assignment name will appear in the Subject line, and the assignment information will appear in the body of the message.

3. Click the OK button to save the assignment.


As a pdf attachment:

1. Create or select the assignment as usual.

2. Click the Print button.  The Report Preview window will appear

3. Click the E-mail button.

4. Enter or select a name and folder for the pdf and click OK. Your default email program will appear.

5. Attach the pdf to your covering message and send.

Assignment, Add

Assignments, Change

Assignment, Give To More Than One Person

Assignment, Pass On

Assignment, Schedule Repeat

Assignments, Delete

Assignments, Delete by Batch (Date)

Assignments, View Due Now

Assignments, View Past (History)

Assignments, View Future (Look Forward)

Assignments, View Unseen  

Assignments, View Time Line


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