The email function ONLY works through Microsoft Outlook.  When you have a copy of outlook installed, the template will automatically open and send a copy of the file as a PDF or XLSX file (your choice) to the client you have selected.  In order to send to a specific client, that client MUST have an email address entered on the max list tab.

If you are using Microsoft Excel 2016, you must download this file and add it to this folder:

  • Open Finder Window
    Hold the Alt key when you press on Go in the Finder menu bar
    Click on Library
    Click on Application Scripts (if it exists; if not create this folder)
    Click on (if it exists; if not create this folder) note: Capital letter E
    Copy the script file from the download inside this folder