Select Print or E-mail Distribution of a Customer's Forms

To print or e-mail 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 E-mail.
  3. Click Save and Close.