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Email Files Tab

Make the following menu selections to display this tab:

ePO—End of Period—Email Files

Use this tab to email or archive transfer files.  

Send Emails

1. At Email To, enter an email address using a standard email format. For example, UserName@company.com.
2. At Subject for Email, accept the default of ePO Transfer to AP Files or enter another subject line.
3. At Message Text, enter any free-form message text.
4. In the Email? column, click the email check box beside any transfer file that you want to attach to the email.
5. Select the Save button. The system sends the email and then displays the Dashboard.
6. To continue, select another option from the menu.

Archiving Transfer Files

1. In the Hide? column, click the hide check box beside any transfer file that you want to archive.
2. Select the Save button. The system changes the file extension to .BAK, removes the file from the grid, and then displays the Dashboard.
3. To continue, select another option from the menu.

Grid Fields

The grid includes all transfer files created using the Transfer to AP Tab.

Go Button

Use the Page field and the Go Button to display additional pages when the list of entries in the grid is longer than one page.

Email?

Click the email check box beside any transfer file that you want to attach to the email.

File

The name of the transfer file. Click this column title to sort the list.

Date

The date the transfer file was created. Click this column title to sort the list.

Time

The time the transfer file was created. Click this column title to sort the list.

Hide?

Click the hide check box beside any transfer file that you no longer want displaying in the grid. When a file is hidden, the system changes the .BCL or .XML file extension to .BAK.

Buttons

Cancel

Select this button when you want to stop without saving changes.

Save

Select this button to save changes.

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