Send Forms Preferences

There are several preferences available to control the e-mailing of forms and reports.

The first is set by each user.  If the check box is marked, then the software will automatically check the “to be e-mailed” option when the customer’s preferred send method is e-mail.  This choice is new with R4 for version 2005.  For earlier versions, there were not any “My Preferences” for “Send Forms.”

QBEA-2005: Edit > Preferences > Send Forms > My Preferences

The second is a company preference (which means only the “Admin” user can make a change) that controls the text message that appears by default when the form or report is sent.

QBEA-2005: Edit > Preferences > Send Forms > Company Preferences

More information on this topic

Miscellaneous Preferences