Inspections List - Bulk Actions: Send Email
Purpose:
- The purpose of this Knowledge Base Article is to demonstrate Bulk Actions: Send Email.
Related Articles:
Video:
Instructions:
The ability for the user to send emails using a Bulk Action
is tied to the permission: "Bulk Email Completed Inspections" in the
Fire Prevention bucket. This permission
allows the use to bulk email completed inspections and re-inspections.
1. Click on the expand icon to view all list filters.
2. Filter the inspection list as desired.
3. Click on the column header check, or multi select individual inspections for Bulk Actions.
4. Option 1: Click on Bulk Actions > Send Email > Send Individual Email.
5. Slide Toggle (#1) to include any linked reports (e.g. Permits and/or Invoices) and then select Send (#2) to send individual email to the inspection contact and any other contacts designated as "marked for email report".
6. Option 2: Click on Bulk Actions > Send Email > Send Combined Email.
- NOTE: This action will send one email with a link to the Inspection Reports and any Linked Invoice and/or Permit.
7. Enter an email address (#1), check to include Linked Invoices (#2), check to Include Linked Permits (#3), toggle to use the Multi-Permit Form (#4), Enter a subject (#5), edit message body text, if desired (#6), and then select Send (#7).
8. The recipient will receive an email with a link to click to view and print the Inspection Reports and and linked Invoices and Permits.
- NOTE: After clicking the link, the Reports will be downloaded in a zip file that can be selected to view all of the Inspection Reports and Linked Invoices and Permits.
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