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:

Open Placements module

Find relevant placement record

Select the record(s) to be mailed

In the upper right corner, click “Exports”

Directly Choose “Email” option OR Choose “Details” option and select which fields are to be shared

Enter email address to whom this information is to be sent. To add multiple IDs, use comma as a separator

Click ‘Send’ / ‘Export.’