How can I share my Sample reports with individual recipients in ForneyTools?

ForneyTools enables you to share submitted or approved reports via email with recipients of your choice if they are not already part of a distribution group.

Table of Contents

1. Share Submitted Sample Reports
2. Share Approved Sample Reports
   
   

Share Submitted Sample Reports

1. After selecting Sample for Approval Report submission, Select "Create" under Sample Report section. 
   
   
2. Select the Submit Button to enter the recipients who will receive the report. 
   
   
3. Select Edit () button to add Report Recipients that will receive the submitted report. 
   
   
   
4. Select the +Add Email button to add a recipient's email. Once completed, select the Save button to record your selection and OK to close the window. 
   
   
5. After pressing the Confirm button, the recipients will receive a copy of the submitted report. 
   
   
   
   

Share Approved Sample Reports

1. Select the Approve button to select the recipients who will receive a copy of the approved report.
   
   
2. Select the Edit () button from the Approval Sample Report to add Report Recipients who will receive the submitted report. 
   
   
3. Select the +Add Email button to add a recipient's email. Once completed, select the Save button to record your selection and OK to close the window. 
   
   
4. After pressing the Confirm button, the recipients will receive a copy of the approved report.