Choose whether to print or email the documents when the Send documents process is executed. If you choose 'Print', the documents will be sent to the printer to be printed. If you choose 'Email', the documents will be converted to PDFs and then sent by email.

Reports created with the Send documents option can automatically be linked to the related entity, for example a sales offer or a purchase order. If you select the Link report to entity check box, the following will happen after the documents have been sent:

• The report is added as a document on the Documents form.
• If you fill in the Document type, Document group and Document status fields, the values are copied to the Documents form. You are not required to fill in the fields. You can also fill in the fields if you leave the Link report to entity check box empty.
• The PDF generated from the report is saved on the location specified on the Send documents form > Report tab > File field.
• The document is linked to the entity. You can retrieve the report for the entity by clicking the Documents button, for example the sales offer on the Sales offers form.