CLIFF can automatically generate an e-mail with the information from one or more Referrals. This is done by clicking the
button in the List Tool bar.
To create an E-mail Referral Report
Click the
button in the Referrals Sent or Referrals Received window. A window similar to the following will be displayed:

- Choose the selection of Logs to generate an e-mail for if more than one option is provided.
- If you want Referral, Notes and/or attachments included. Check the appropriate check boxes.
- Check Save Email if you don't want the email sent.
- Check Delete After Sending if you do not want to keep a copy of the email after sending.
- Choose the sending office from the From drop down menu if not already displayed.
- From the list of available addresses on the right, click the appropriate arrow to add the address as To, CC, or BCC.
- To enter manual addresses, enter the address in the space below the To, CC, or BCC list and click the + beside the field.
- Enter a note or additional information to be prefixed to the generated report.
- Click Send to submit the e-mail.