How to Share a Placement’s Information by Email?

Placement information can be exported by mail or in spreadsheet format. Users can also choose the specific details of the record that are to be exported. Steps to share placement records are:

  1. Open Placements module
  2. Find relevant placement record
  3. Select the record(s) to be mailed 
  4. In the upper right corner, click “Exports”
  5. Directly Choose “Email” option OR Choose “Details” option and select which fields are to be shared
  6. Enter email address to whom this information is to be sent. To add multiple IDs, use comma as a separator
  7. Click ‘Send’ / ‘Export.’