{"_id":"548af0141bd6c40b00f777eb","category":{"_id":"548713247810260b001c36be","__v":5,"pages":["548777b6a8b5e31600952e49","54877841b3441a1f00f20edc","5487786fb3441a1f00f20edf","548aeff11bd6c40b00f777e7","548af0141bd6c40b00f777eb"],"project":"54870ea47810260b001c36ab","version":"54870ea57810260b001c36ae","sync":{"url":"","isSync":false},"reference":false,"createdAt":"2014-12-09T15:20:04.035Z","from_sync":false,"order":2,"slug":"report-layout","title":"Report layout"},"user":"54870d54f907080b00fc49cd","__v":14,"githubsync":"","version":{"_id":"54870ea57810260b001c36ae","project":"54870ea47810260b001c36ab","__v":20,"createdAt":"2014-12-09T15:00:53.237Z","releaseDate":"2014-12-09T15:00:53.237Z","categories":["54870ea57810260b001c36af","5487116f7810260b001c36b5","548711797810260b001c36b6","548711807810260b001c36b7","548713127810260b001c36bd","548713247810260b001c36be","548713aa7810260b001c36c0","548713c2f907080b00fc49d5","548713eef907080b00fc49d9","54871a0db3441a1f00f20d78","54871b15b3441a1f00f20d7e","54871cbeb3441a1f00f20d87","548817fac178b40b00aa2eec","558a6dd975eaf50d004e4bf5","558a6e37dbe5b63700f8d1fe","56795d8c07bf6a0d0083ee9e","583e9d764ced340f00b05a5c","5d1f3f70b4648901728803b7","5d22f7db4c9e14005111e34f","5d22fa62a541770012a07464"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"parentDoc":null,"project":"54870ea47810260b001c36ab","metadata":{"title":"","description":"","image":[]},"updates":[],"next":{"pages":[],"description":""},"createdAt":"2014-12-12T13:39:32.952Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"basic_auth":false,"results":{"codes":[]},"try":true,"auth":"never","params":[],"url":""},"isReference":false,"order":2,"body":"Sending reports to your contacts and keeping track of the sent history is easy with ArchiSnapper. Here's how this works:\n\n- Press 'send' in the reports overview\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/lFSnGVxGTsyVHsLcW1NM_ArchiSnapper_send_report.png\",\n        \"ArchiSnapper_send_report.png\",\n        \"983\",\n        \"281\",\n        \"#ba3d30\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n- Select the contacts to whom you want to send the report\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/GfJ2TVuSeyKKXBAGf1mf_ArchiSnapper_select_contacts_mail.png\",\n        \"ArchiSnapper_select_contacts_mail.png\",\n        \"955\",\n        \"385\",\n        \"#2b5c7e\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n- Enter the subject and body for the mail. By making use of variables you can avoid a lot of useless typing. The variables, for example [report_number] or [site_name], will be filled in automatically when sending the report. You can manage your default email subject and body, including variables, from your [report layout](http://app3.archisnapper.com/account_settings/1544/edit?lang=en) (bottom section).\n- Attach extra attachments if needed and send out the report: you can optionally add extra attachments (e.g. a plan) to the mail. \n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/TITzFr8STE6guNaP05S1_ArchiSnapper_email_body_subject.png\",\n        \"ArchiSnapper_email_body_subject.png\",\n        \"996\",\n        \"604\",\n        \"\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\n\n- Sent history: in ArchiSnapper you can always track the sent history of your reports. Go to the 'reports' section of your project and click on 'Sent history':\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/l1ENPvfSY2pTybush82M_ArchiSnapper_sent_history.png\",\n        \"ArchiSnapper_sent_history.png\",\n        \"954\",\n        \"443\",\n        \"#bf392d\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nYou'll see when the report has been sent to which contacts and you can download the report version together with other attachments (if any).\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/IpMvnaTfidgkIrdepjzA_archisnapper_sent_history_2.png\",\n        \"archisnapper_sent_history_2.png\",\n        \"979\",\n        \"276\",\n        \"#a25a38\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]\nAs you will see, the 'sent' column of the contacts table in the report indicates to which contacts the report has been sent:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/NFs34APbS4qqjm7SfoAK_ArchiSnapper_sent_column.png\",\n        \"ArchiSnapper_sent_column.png\",\n        \"723\",\n        \"369\",\n        \"#b43d1e\",\n        \"\"\n      ]\n    }\n  ]\n}\n[/block]","excerpt":"","slug":"set-up-your-default-email-body-and-subject","type":"basic","title":"Send out field reports to your contacts"}

Send out field reports to your contacts


Sending reports to your contacts and keeping track of the sent history is easy with ArchiSnapper. Here's how this works: - Press 'send' in the reports overview [block:image] { "images": [ { "image": [ "https://files.readme.io/lFSnGVxGTsyVHsLcW1NM_ArchiSnapper_send_report.png", "ArchiSnapper_send_report.png", "983", "281", "#ba3d30", "" ] } ] } [/block] - Select the contacts to whom you want to send the report [block:image] { "images": [ { "image": [ "https://files.readme.io/GfJ2TVuSeyKKXBAGf1mf_ArchiSnapper_select_contacts_mail.png", "ArchiSnapper_select_contacts_mail.png", "955", "385", "#2b5c7e", "" ] } ] } [/block] - Enter the subject and body for the mail. By making use of variables you can avoid a lot of useless typing. The variables, for example [report_number] or [site_name], will be filled in automatically when sending the report. You can manage your default email subject and body, including variables, from your [report layout](http://app3.archisnapper.com/account_settings/1544/edit?lang=en) (bottom section). - Attach extra attachments if needed and send out the report: you can optionally add extra attachments (e.g. a plan) to the mail. [block:image] { "images": [ { "image": [ "https://files.readme.io/TITzFr8STE6guNaP05S1_ArchiSnapper_email_body_subject.png", "ArchiSnapper_email_body_subject.png", "996", "604", "", "" ] } ] } [/block] - Sent history: in ArchiSnapper you can always track the sent history of your reports. Go to the 'reports' section of your project and click on 'Sent history': [block:image] { "images": [ { "image": [ "https://files.readme.io/l1ENPvfSY2pTybush82M_ArchiSnapper_sent_history.png", "ArchiSnapper_sent_history.png", "954", "443", "#bf392d", "" ] } ] } [/block] You'll see when the report has been sent to which contacts and you can download the report version together with other attachments (if any). [block:image] { "images": [ { "image": [ "https://files.readme.io/IpMvnaTfidgkIrdepjzA_archisnapper_sent_history_2.png", "archisnapper_sent_history_2.png", "979", "276", "#a25a38", "" ] } ] } [/block] As you will see, the 'sent' column of the contacts table in the report indicates to which contacts the report has been sent: [block:image] { "images": [ { "image": [ "https://files.readme.io/NFs34APbS4qqjm7SfoAK_ArchiSnapper_sent_column.png", "ArchiSnapper_sent_column.png", "723", "369", "#b43d1e", "" ] } ] } [/block]