Sending a Non-Workflow Shortcut

From the application from which you want to create a shortcut, access any records you want the recipient to view.

1. Open the Tools drop-down menu and select Send Shortcut.

   The Send Shortcut form appears with a shortcut to the application.

2. On Send Shortcut, complete these fields:

   • Address Number, User, Role, or Distribution List

   • Mail Box (Internal Messages Only)

   • Subject

3. Type your message.

4. Click OK to send the message.