Send an e-mail with a PDF file of a record of employment form attached

If you create the e-mail using the On Save of Document E-mail checkbox, the PDF file of the document form and any binder item attachment that has the Attach when E-mailing checkbox selected are attached to the e-mail and ProContractor records the activity on the Enter Record of Employment screen.

  1. Open the Enter Record of Employment screen.

    Note the active company. If you want to change it, click in the header and select the appropriate company.

  2. In the Employee field, do one of the following:

    • Enter the code of the employee for the document.

    • Click to select the employee for the document from a Lookup List.

  3. In the Document field, do one of the following:

    • Enter the code of the document you want to e-mail and press Tab.

    • Click to select the document you want to e-mail from a Lookup List.

  4. In the On Save of Document area, if you haven't created the PDF file or if you want to recreate it, select the Create PDF checkbox.
  5. Select the E-mail checkbox.
  6. Click Save Document.
    Note: You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment.
Tip: You can also send the PDF file in an e-mail from the Binder tab, but ProContractor will not record the activity.