Users will be able to send any form using a Word Template.  In the Email Options form, you will now see a .docx option available to send the report.

Web Client will automatically create a template for the report when your print the report and choose template option.  From that point, you will now be able to send the report using the .docx option.

Desktop – you will need to first create the template prior to sending via email (This can be done using the template generator tool). 


Is this for you?  Targeted Roles: All Users!

Are you a CAL client interested in installing Microsoft Dynamics GP 2013 R2? Contact us first. CAL Business Solutions 860-485-0910 or

By CAL Business Solutions, Connecticut Microsoft Dynamics GP Partner,