Email Business Organizer overview

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Email Business Organizer is the electronic version of Business Organizer that enables you to send business organizers to your clients through any Messaging Application Programming Interface (MAPI) compliant email application. Your clients print their Business Organizer, complete the organizer questionnaire, include notes and questions for you, and then email, mail, and/or fax the organizer back to you.

Once a client returns their organizer to you, you can enter the client's data directly into the input screens. The procedures for generating Web Business Organizers have separate steps.

System requirements for using Email Business Organizer

There are some additional system requirements for using Email Business Organizer.

System requirements for the preparer

The following are the system requirements for preparers using Email Business Organizer.
  • The latest system requirements are listed on the System Requirements page on our website.
  • An email application that supports MAPI protocol, such as Microsoft Outlook, Outlook Express, Windows Messaging, or Microsoft Exchange, is recommended. If your email does not support MAPI, you can still create PDF to file organizers and manually attach them to an email message.

America Online (AOL) and web-based email accounts such as Hotmail and Yahoo do not support a MAPI client interface. If you are unsure if your service supports MAPI protocol, contact your service provider.

System requirements for the client

The following are the system requirements for clients using Email Business Organizer.
  • A Windows 10, Windows 8, or Windows 7 operating system. The Email Business Organizer is not supported on operating systems that are no longer supported by the manufacturer. Operating systems no longer supported by Microsoft include Windows Vista, Windows XP, Windows 95, Windows 98, Windows Me, Windows 2000, and Windows NT 4.0 Workstation.
  • Adobe Reader version X or higher. If your clients do not already have it installed on their computers, they can download the free Reader from http://get.adobe.com/reader/.
  • An email service capable of receiving file attachments.

Certain email services limit the size of file attachments. These are limitations of the email application and not limitations of the Email Business Organizer.

Email Business Organizer process overview

The following list describes each step in the Email Business Organizer process. Click the links below for details.

Step 1: Adding new clients

Step 2: Selecting a password for Business Organizers in PDF

Step 3: Specifying organizer delivery preferences

Step 4: Entering email addresses

Step 5: Determining Email Business Organizer content

Step 6: Sending Business Organizers

Step 7: Entering organizer data

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