1. Overview

After generating a Letter of Demand, this screen provides the options to output the document. You can view and print the letter as a PDF file or email it directly to pre-configured users.

2. Output and Delivery Options

A. View and Print as PDF

This is the standard method for viewing, printing, or saving the letter.

1. Click the hyperlink labelled "PDF: Letter of Demand".
2. The document will open in PDF format in a new window or tab.
3. From your PDF viewer, you can now easily view, print, or save the document to your computer. Saved PDFs can also be manually attached to an email or faxed.

B. Email the Report

The system can automatically email the generated letter to specific users. For this function to work correctly, specific setup is required.

• Email Setup Requirements:

  1. The recipient user must have a valid email address configured in their user profile at: Setup > Security > Users.
  2. The Cash Box must be configured to send reports to the selected user via email at: Setup > Branches > Cash Box.

• To Send the Email:

  • Click the Email Report button. The document will be sent to the user(s) configured in the setup above.

3. Available Actions

Note on HTML Format Footer

When printing an associated budget document in HTML format, the following footer will be automatically added to the form: "MAXMONEY developed by MYCOMAX MICROFINANCE SOLUTIONS - www.mycomax.com - Created on (date and time)"