Email

See Also

EngineerOffice allows you to email invoices, statements, etc. to your clients and other contacts. You can also send attachments via email. For this, you must configure the email settings in the Preferences > System > Email Settings screen.

 

To:

The email address of the person to whom you want to send an email, say your client or employee. This is the email ID of the recipient.

 

CC:

Optionally, you can enter the email address of a person to whom you want to send a copy of your email. You can enter your own email ID or your supervisor’s. When you email an invoice or report to someone, this CC field is auto populated with the address set up in Preferences.

 

BCC:

Optionally, you can enter the email address of a person to whom you want to send a blind copy of your emails. It can be your own email ID or that of any other contact you want to email but not let others see it. When you email an invoice or report to someone, the BCC field is auto populated with the address set up in Preferences.

 

Subject:

The subject of the email. It is usually pre-filled for emails with file attachments, such as invoices, reports, etc.

 

Attachment:

The name of the files appended or linked to the email message. You can click Action > Attachments to browse for and add a file.

 

Action:

Send Mail:

Click to send the composed email to the desired contact.

 

Attachments:

Click Attachments to browse for and add a file to the email.

 

Cancel:

Cancels the email and closes the screen.

 

Help:

Opens the EngineerOffice Help in the Email section.