Exporting and Emailing EWD Sheets to Your Record Keeper

How to email your work diary sheets from Safee

You can send your work diary sheets straight to your record keeper, or to anyone else in your business, from inside the app.

STEP BY STEP

  • Tap the action wheel and press Email sheets.

  • The app selects 28 days by default. Change this to any number of days from 1 to 28, and set the date range you want.

  • Type in the email address you want to send to.

  • Choose what to include or exclude: comments, notes, officer annotations, or the combination of base, record keeper and accreditation information.

  • Press Confirm. You will be notified that the share request has been sent to the system to be fulfilled and emailed.

RELATED GUIDES

To give someone ongoing access instead of emailing sheets each time, add them as a record keeper.

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