Send to Email Recipient dialog or Send to File dialog

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Use the Send to File Location dialog to send client data, custom methods, custom reports, or system settings to an encrypted file that you can password-protect for additional security. Fixed Assets CS creates this file in the folder you specify in this dialog.

Use the Send to Email Recipient dialog to send client data, custom methods, custom reports, or system settings to an encrypted file that Fixed Assets CS attaches to a blank email message. This file can also be password protected.

To open the Send to Email Recipient dialog, choose File > Send to > Email Recipient.

Note: Depending on your security configuration, you might be prompted to enter the master password before you can open the Send to Email Recipient dialog.

To open the Send to File Location dialog, choose File > Send to > File.

Notes

  • If your email service supports Messaging Application Programming Interface (MAPI) protocol, use the Send to Email Recipient dialog to have Fixed Assets CS automatically open an email message and attach the data items.
  • If your email service is America Online (AOL), or another service that does not support MAPI protocol, save the data items using the Send to File Location dialog, create your message using AOL (or other non-MAPI-supporting service), and manually attach the file you created.

Fields & buttons

Clients, Custom Methods, Custom Reports, or System Settings

Select the type of data item you want to send to a file or an email message from this drop-down list.

  • Select Clients to send client data.
  • Select Custom Methods to send custom methods. If you select Custom Methods, all fields in the Focus client listing group box are not available.
  • Select Custom Reports to send custom reports. If you select Custom Reports, all fields in the Focus client listing group box are not available.
  • Select System Settings to send custom asset labels, data locations, import maps, or status system events. If you select System Settings, the fields in the Focus client listing group box are not available.

Available pane

All items that meet the criteria defined in the Focus client listing group box are listed here.

Note that any clients already listed in the Selected pane are not listed here.

Tips

  • To select an item from this list, highlight it and click the Select button. The item moves to the Selected pane on the right.
  • To sort the client list by client ID, name, or entity type, click the words Client ID, Name, or Entity in the title bar of the list pane.

Table headings

Selected pane

Lists all items selected to send to a file or an email recipient.

Tips

  • To remove an item from this list, highlight it and click the Remove button. The item returns to the Available pane on the left.
  • To sort the client list by client ID, name, or entity type, click the words Client ID, Name, or Entity in the title bar of the list pane.

Table headings

Focus client listing group box

1040 / 1120 / 1065 / 1041 / Other

If you want, you can limit the clients that are available for selection in this dialog. Clear the checkbox for each type of client that you do not want to include in the list.

Restore user/default focus options button

Click this button to switch between the most recent custom focus selection and the default selection for the current dialog.

Event

This field displays the client status event used to focus the client list and the sorting criteria for the event. To change the client status event or sorting criteria, click the Modify button.

Modify button

Click this button to open the Modify Event Focus dialog to change the client status event or sorting criteria in the Event field.

Password protect group box

Password

If desired, enter the password you want to use to password-protect the file to which the selected items will be sent. Enter the same password in the Verify field.

Verify

Enter the password that you entered in the Password field again to verify that it is correct.

Note: This field is not available if you do not enter a password in the Password field.

The following fields are available only in the Send to File Location dialog.

File destination

Displays the location to which the file will be sent. To change this location, click the Modify Destination button, navigate to the appropriate location, and click OK.

Note: This field is not available in the Send to Email Recipient dialog.

Modify Destination button

To change the location to which the encrypted files will be sent, click this button. Then, navigate to the desired folder, and click OK.

Note: This button is not available in the Send to Email Recipient dialog.

"Check out" selected clients

Mark this checkbox to check out the selected clients' data. By checking out a client's data, you can avoid problems that result from multiple people accessing the same client data simultaneously.

For example, you might mark this checkbox when you take a client's data home or to another office location. If anyone attempts to open the client while you have the data checked out, Fixed Assets CS displays a dialog stating that the data is currently checked out.

Notes

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