This dialog is available from the File / Send by Email.... menu command under any top level window.
This feature is available only in the Advisor version.
Fund Manager e-mails graphs and/or reports as JPEG image attachments. Choose the recipient, the image quality level, and which graphs/reports to send, and Fund Manager will create the e-mail automatically with all the graph/report images attached.
You can set the quality level of the attached images. Higher quality images will be larger attachments. Sending e-mail with this feature requires a properly configured e-mail client that supports simple MAPI. The e-mail will be displayed for you to modify or preview before it is sent. By default, the body of the e-mail will be filled in with the text in the file “sendbyemail.txt”, located in your Fund Manager directory. You can modify the contents of this text file with your own information. You can use the <name> keyword in this file, to have it replaced with the name of the selected client.
Choose the “. . .” button next to the “Email To:” list to modify client information. If you are e-mailing to someone not in your client list choose the “<Other - Specify Email>” option in order to specify the email address.
Select whether the currently opened graphs and/or reports should be attached. The graphs/reports are sent just as currently displayed.
The JPEG attachments are created and stored in the “Images\Email<x>” folder inside your Application Data\Fund Manager folder. <x> is a number that gets incremented for each new email so your old attachments are not overwritten. You can leave the images in these folders, or if you would like to save disk space it is safe to delete these folders after your e-mail has been sent.