Table of content
| Table of Contents | ||||
|---|---|---|---|---|
|
Step By Step
Share a Visit Report with the customer | |||
|---|---|---|---|
 David opens the visit report he wants to share first with John and Michael |  | ||
 He clicks on the button Send Report to Customer |  | ||
 David can manually enter email addresses if needed |  | ||
 David has also the choice of the template language and for the attachments to be included or not. |  | ||
 Finally, David verifies the title and content of the email and adapts the text if needed. He also checks that his signature is well included in the email template.
|  | ||
The field "Visit Report shared with Customer" is added at the end of the Visit Report email body => New Winter 17' Release |  | ||
 Once the visit report is ok for him, he clicks on Send Report To Participants |  | ||
 To update your signature, click on your name on the top right of the screen and click on My Settings. |  | ||
 Then, in Personal, click on Advanced User Details |  | ||
 Finally, click on Edit and scroll down to Signature |  | ||
 In the field Signature, record your signature and click on Save |  | ||
Need help?
| Include Page | ||||
|---|---|---|---|---|
|