Emailing a report of questions

When the Questions spreadsheet begins to fill with tasks assigned to case staff, you can simply sort the records by person or another status and instantly produce a Microsoft® Outlook email that includes an Adobe® Acrobat PDF file attachment of the report based on data in the current spreadsheet view. Each email automatically includes text that you can customize or modify, and includes a link where the recipient can download a copy of Adobe® Reader, if needed.

 

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This reporting ability is available for all CaseMap spreadsheets by clicking on the Reports menu and then clicking Print or PDF Current View > Print to PDF (Email). Use this feature to quickly update clients, senior staff, or other case staff of any changes or the current state of essential case information.

 

 

Questions report example for email

 

hmtoggle_plus1To email a report of questions
1.In the Case Shortcuts pane, click on the Questions icon.
2.In the Assigned To field, run a filter on the staff you want to include for questions records.
3.Next hide two fields, so that the primary fields will print on one page.
•Right-click on the Answer field header and click Hide Field
•Right-click on the Linked Elements field header and click Hide Field.
4.On the Reports menu, click Print or PDF Current View and then click Print to PDF (Email).

Questions email example

When the printing process is complete, a Microsoft Outlook email displays on-screen with the Questions report automatically included as a PDF file attachment.

Notice the the email also includes pre-written content identifying that a report is attached in Acrobat and was created by CaseMap. It also includes a link to download the free Adobe Reader software, if the recipient needs to view the report. The email content can be modified to include any information and instructions you wish to add or delete from the template.

6.You can now modify the email contents and send it to the appropriate staff members or your client.

 

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Need additional help? Email the CaseMap Support team at: casemap.support@lexisnexis.com, or contact a support representative at 1-800-833-3346 (option 3). The CaseMap Support team is available between the hours of 9:00 a.m. to 9:00 p.m. Eastern Time, Monday - Friday.

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