08_15_16_Print and Email a Form

In this topic, you will view and print a form then save and forward attachments that support the form to an employee.

Steps:

1. Please note, the best browser to use for printing forms is Internet Explorer.  This topic is recorded using IE11.

   Step 1

2. Click the Main Menu button.

   Step 2

3. Click the HCM Systems menu.

   Step 3

4. Click the Enterprise Components menu.

   Step 4

5. Click the Forms menu.

   Step 5

6. Click the Search/Fill in a Form menu.

   Step 6

7. Click the Search button to view previously submitted forms.

   Step 7

8. Click the TREXLER - CC Montgomery County - DISCACT link.

   Step 8

9. First you will print the Disciplinary Action form.

    

   Click the File menu.

   Step 9

10. Click the Print preview... list item.

    Step 10

11. To get a better view of the form, click the View Full Width button.

    Step 11

12. Click the Page Setup button.

    Step 12

13. Make sure the page is set to Letter, Landscape and Enable to Shrink-to-Fit is selected.

    Step 13

14. Click the OK button.

    Step 14

15. Click the Print Document button.

    Step 15

16. Make sure the correct printer is selected.

     

    Click the Print button.

    Step 16

17. Please note, once the form has been printed, you must manually scan and email the form to yourself. 

    Step 17

18. Next you will save the attached document(s).

     

    Click the Attachments tab.

    Step 18

19. Click the Open link.

    Step 19

20. In Internet Explorer, the attachment will open in a separate tab and the document will be visible.

    Step 20

21. Click the File menu.

    Step 21

22. Click the Save as... list item.

    Step 22

23. For this example, save the file to your Desktop.

     

    Enter "FREEMAN" into the File name: field as the Last Name of the employee.

    Step 23

24. Click the Save button.

    Step 24

25. Click the Search/Fill a Form tab to return to the form.

    Step 25

26. Now you will email the form and the attachment to the employee.

     

    Click the Outlook Email application.

    Step 26

27. The form that you scanned should be in your Inbox.  Double-click the link for the scanned image to open the email.

    Step 27

28. Click the Forward button.

    Step 28

29. After clicking Forward, notice the scanned document is already attached to this email.

    Step 29

30. a valid value
     e.g.
    Enter
     "[email protected]"
     into the To field.
    Step 30

31. Click the Attach File button.

    Step 31

32. Click the Desktop list item.

    Step 32

33. Select the FREEMAN document.

    Step 33

34. Click the Insert button.

    Step 34

35. Now the Freeman document is attached to this email.

    Step 35

36. Click the Send button.

    Step 36

37. Click the Close (X) button to close the tab.

    Step 37

38. Click the Home link.

    Step 38

39. Click the Sign out link.

    Step 39

You have completed the Print and Email a Form topic.

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