Select Print or Email Distribution of a Customer's Forms

To print or email the forms you create for a customer:

1. Open the Options tab in the customer record.
   How?

   1. In the Home window, click the Customers icon.
   2. Locate and double-click the customer's name in the list to open their customer record.
   3. Click the Options tab.
2. Under Forms for this Customer, select Print or Email.
3. Click Save and Close.

Published: June 19, 2017
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