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