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Prolog Training Manual

Published by kpaladugu, 2017-07-20 17:55:09

Description: Prolog Training Manual

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1. Select a ReportNote: After you select your report check the General tab to ensure that your printoptions are set to Default Printer. This will only need to be set once but can be changedas often you like. (Shown below)2. Click Run and it will generate the report (as shown on page 51)REI Prolog Manual v2.0 – Created 08.12.2013 49

Once you click Run the EMF Viewer will open. After you’ve checked that you’re report isacceptable to print you can 1. Click the printer icon in the top left corner 2. Select your printer (it will automatically select your computers default printer) 3. Click PrintREI Prolog Manual v2.0 – Created 08.12.2013 50

Sample ReportNOTE: If your logo is not shown, go to the Options tab in the Report Manager and makesure the USE REPORT HEADER LOGO checkbox is checked. Once you’ve done this you willnot have to do it again.REI Prolog Manual v2.0 – Created 08.12.2013 51

Sending Multiple Records from Prolog 1. Start by selecting the record you would like to send (as shown in the screen shot) and fill in all the applicable fields. 2. Click Save 3. Click Quick Print icon as shown and it will open a window where you can run the report (shown in next screen shot)Select the report and click Run and it will generate the report (shown in next screen shot).REI Prolog Manual v2.0 – Created 08.12.2013 52

1. In the Report preview window, click Export icon as shown and it will open Export Report window. a. To view in this way make sure that you change your print options to Preview Window in General tab on the reports page.2. Open U: Drive3. Change the file type to PDF4. Enter the name in the File name box5. Click SaveREI Prolog Manual v2.0 – Created 08.12.2013 53

Go to your next record, in this case Submittal Package, fill out the applicable details andattach any documents to/from the file manager (click Quick Upload to attach a document)that you wish to send with this record and press Save. (If the Files tab does not have anumber next to it click Refresh)REI Prolog Manual v2.0 – Created 08.12.2013 54

When done with second record before exiting press File>Send>Current Record.It will open the Message window (shown in next screen shot)In this window click Attachments and it will open Attachments window (shown in nextscreen shot)REI Prolog Manual v2.0 – Created 08.12.2013 55

On the Attachments window click Add local file.REI Prolog Manual v2.0 – Created 08.12.2013 56

Pick the first record you saved in the (U :) drive and click Open.REI Prolog Manual v2.0 – Created 08.12.2013 57

On the Attachments screen make sure you see three (3) attachments and click OK.REI Prolog Manual v2.0 – Created 08.12.2013 58

Make sure all aspects of your e-mail (address, body, attachments) are as you need them andclick SendREI Prolog Manual v2.0 – Created 08.12.2013 59


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