Incidents - Email Template Reports

Introducing the ability to email your incident reports direct from the incident record. This requires minimal set up and is simple to use.

Set Up:

1. Access Settings-System Settings-Merge Templates- Accident Incident

2. Edit the output option to “Attach to Email”

3. Save

This is now available to use from your usual incident details page.

To Email:

1. Click the print icon, you will be presented with a pop up window of people to select (you may select one or multiple), subject and message are also available for your completion. You can add a dynamic URL link back to the record in your email by using the insert record link button
   
   

2. If you want to view the report first, or you don’t want to send an email this time and just want to view the report, click the “Show Attachment” button and the file will download for you to view/save.

3. To email your message with the file attached simply click send. You will receive a success message

4. The email is delivered with the report attached. Here is an example

Click here to download a copy of the guide