Collaborate With Your Team - Emailing a page in ClearPoint
Fernando Montenegro
7 steps
58 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
How to email a page in ClearPoint
2
In this example, we are going to send an email containing a Scorecard report but the same steps apply to all types of pages in ClearPoint.
3
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Scorecard Reports**
4
- Locate the **Scorecard** you are going to be working with, in this example, ‘BSC View’ - Click on the **dropdown menu** next to the edit Pencil icon - Select **Email page**
5
- Choose the **Recipients** from the dropdown menu - Any email address of a user in ClearPoint will autofill - You can also add non-user email addresses as external emails.
6
- By default, you will see a prepopulated **Subject** that you can modify - You have the option to receive a copy of the email by marking the checkbox next to **Send me a copy of this message**
7
- Include a message in the **Body field** - Select a **Page Size** using the dropdown menu - Choose the **Page Orientation** - Once you are done, click **Save**
Collaborate With Your Team - Emailing a page in ClearPoint
Fernando Montenegro
7 steps
58 seconds
Clearpointstrategy
1
Start by logging into ClearPoint Strategy at [app.clearpointstrategy.com/#/home](http://app.clearpointstrategy.com/#/home)
How to email a page in ClearPoint
2
In this example, we are going to send an email containing a Scorecard report but the same steps apply to all types of pages in ClearPoint.
3
- Select **Scorecards & Elements** from the Control Panel - Choose **Manage Reports** - Open **Scorecard Reports**
4
- Locate the **Scorecard** you are going to be working with, in this example, ‘BSC View’ - Click on the **dropdown menu** next to the edit Pencil icon - Select **Email page**
5
- Choose the **Recipients** from the dropdown menu - Any email address of a user in ClearPoint will autofill - You can also add non-user email addresses as external emails.
6
- By default, you will see a prepopulated **Subject** that you can modify - You have the option to receive a copy of the email by marking the checkbox next to **Send me a copy of this message**
7
- Include a message in the **Body field** - Select a **Page Size** using the dropdown menu - Choose the **Page Orientation** - Once you are done, click **Save**
