This table displays a list of elements that can be selected to attach to an outgoing email.
The elements that appear will vary by record type and record but may include:
Type
Description
Notes
-- Record Link --
Hyperlink to this record
Available in most record types
-- Record Link --
Hyperlinks to Online Bids (bidders)
Only available from Bid Package records. Online bidders in the BCC field receive a custom hyperlink to their own Online Bidding record.
-- Record Link --
Hyperlinks to Bid Package (non-bidders)
Only available from Bid Package records. Non-bidders in the To, CC, and BCC fields receive a hyperlink to the Bid Package record.
Notes
All Notes
All notes on the Notes tab are printed as pdf attachments to the email
Note
Note Name
Individual notes may be listed. Selected notes on the Notes tab are printed as pdf attachments to the email
Attachments
All Attachments
All files (where possible) on the Attachments tab are added as pdf attachments to the email. This does not apply to record links or files attached from external document management systems.
Attachment
Attachment Name
Individual attachments may be listed. Selected attachments (where possible) are added as pdf attachments to the email. This does not apply to record links or files attached from external document management systems.
-- Default Report --
Default Report
The default BI report (for the user creating the email) is run for the record and added as a pdf attachment to the email. Reports that require user intervention to select parameters will be skipped.
-- Default PMWeb Word --
Default PMWeb Word Template
The default PMWeb Word Template (for the user creating the email) is run for the record and added as a pdf attachment to the email
Report
Report Name
All BI reports associated with the record type are listed. Selected reports are run for the record and added as a pdf attachment to the email. Reports that require user intervention to select parameters will be skipped.
Merge Template
Template Name
All PMWeb Word templates associated with the record type are listed. Selected templates are run for the record and added as a pdf attachment to the email.
