To create a pdf of a report, you need to tick 'export' on the report screen and click 'print'.

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1 Communicating is essential for successful efficient business. Whether with your staff, customers or suppliers, improvements in communication will help your business. There are some modules in GlobalBake that help with communication, they are the Fax Module, Adobe PDF module and module options. These modules make it easier and more immediate to send information by fax and . The PDF module allows you to create 'electronic' copies of reports. ADOBE PDF MODULE The PDF module allows for easy creation of PDF files from any print/export option. This requires a simple one off installation on your server. It is very simple to use. PDF files are a common format that essentially are an electronic print out of a document. They are a smaller file size making it ideal for ing. To create a pdf of a report, you need to tick 'export' on the report screen and click 'print'. You will then get the export options screen. Click 'PDF' in the top right corner. You will be asked to select a location and a name for your file, once decided click 'save'. FEB 2018 PAGE 1

2 FAX MODULE The fax module allows statements or invoices and reports to be faxed. It handles bulk faxing easy and tracks each fax sent. It will also cut back on paperwork. The fax module uses 'Windows Fax Services' that needs to be installed on your server with a physical modem attached. This needs to be setup by your IT person and tested that it is working correctly. You can then check the log from the main menu > file > fax manager. A fax could appear on the jobs list as sent while in fact it has only been transferred to the Windows Fax Services. You will need to use the software with Windows Fax Services to confirm if the fax has been sent. Setup tab allows you to set up the dial prefix and how many days jobs are kept. The dial prefix is what you need to dial internally to access the fax line, if needed. The Days Job is kept will be how long the jobs will last in the sent and unsent lists. From these lists you can also right click on a job and delete or preview a job. FEB 2018 PAGE 2

3 You can fax a report by ticking 'export' on the report screen and clicking 'print'. You will get the export screen below. Just enter the fax number and click 'Fax'. MODULE The system must be registered with Fax (Mass Comms) and PDF modules for to be available. This adds two new options on the File menu, Settings and Log. LOG The log shows a list of all s sent from the system, for the number of days set in settings for the log to be kept, and whether or not they were sent successfully to the server. FEB 2018 PAGE 3

4 This shows you who the was sent to and who it was from on what date, at what time. It will show you the subject, text and if there were any attachments. On the SMTP log it shows a log of the message being sent to track any problems. SETTINGS The settings is where you configure how the program will talk to the company s server. The left hand side needs to be set up by your IT person. These are for the configuration. Please contact GlobalBake if you have any queries. Implicit TLS: Uses TLS from before the connection is attempted. This is typically used for port 465 Explicit (opportunistic) TLS: Enable to use of STARTTLS to secure connections. This requires the use of one of the.net options..net: Use.NET sockets for communication. Required for some servers and also for Explicit TLS. Can be used by all TLS options: None/Implicit/Explicit. FEB 2018 PAGE 4

5 .NET Mail.dll: Uses Mail.dll. This might be needed on some servers of there are problems using.net (above)..net SmtpClient: This is a historic setting. It is preferable to change to just using the.net option. The right hand side is for ing statements, invoices and purchases orders and setting up default subject and body messages if required for the . Note: There is a Company Details setting for ing invoices with a format for the subject. If you have this set in Company Details, the Invoice Subject on Settings should be blank, so that the company details settings are used. To use the Company Details settings, go to File>Company Details>Other Use the dropdown to select the required format. If choosing the format 'Invoice from company name for customer name, Customer_Name_INV12345' The subject could exceed the recommended max length of characters EXPORT OPTION The module works by giving you another export option. If you tick 'export' on reports and then click 'print', you will get these export options. The option allows you to enter the address to send it to, a subject header and a note or the body of the text. Once completed click ' ', this sends the information to your program (setup in the settings) and will have report attached as a *.PDF. You can also send invoices and statements as s as well as purchase orders. FEB 2018 PAGE 5

6 ING INVOICES AND STATEMENTS Customers can be set up to receive invoices and statements via . These are as attachments. An option after the Invoice and Statement options allows you to set how these are sent. You can select Print, Fax, and . The invoices and statements can be ed when bulk invoices are printed, I.e. from the GlobalBake main menu select sales > Print Invoices, or individually from Customer Options. If you view individual invoices or statements then whatever options chosen then will be the print options. See: Note - s will only work if preview is NOT ticked. Note addresses need to be valid. FEB 2018 PAGE 6

7 Remittance method on a supplier can be changed to remittance. This is similar to sending customer invoices and statements. It needs a valid address on user and supplier and preview NOT ticked. See: FEB 2018 PAGE 7