• Contents
  • Index
  • Search
  • How MyAssistant Works
  • How to Start Using MyAssistant
  • Send a List of Notifications Overview
  • Send a Spreadsheet Overview
  • Send Reports & Documents Overview
  • Task Setup
    • What to Send Step
      • Send a List of Notifications
      • Send a Spreadsheet
      • Send a Report as a PDF
      • Each Person Their Report or Documents
    • Condition Step
      • Building a Condition
      • Condition Groups
      • Operands
      • Advanced Conditions
        • Understanding Advanced Conditions
        • Creating New Advanced Conditions
        • Testing Advanced Conditions
        • Selecting Advanced Conditions
        • Copying Advanced Conditions
        • Editing Advanced Conditions
        • Deleting Conditions
        • Functions
    • Data Folders
    • Task Schedule
    • Email Step
      • Send a List of Notifications
      • Send Spreadsheets
      • Send Reports & Documents
      • Send Each Person Their Information
      • Recipients
      • Saving Copies of Emailed Reports & Documents
      • "From" Email Address
      • Send Once Per
      • Message Section
    • Task Options Step
  • Email Directories
  • Attachments
    • Attached Reports
    • Report Options
    • Save As
    • Report Properties
    • Refresh Report
    • Other Attachments
    • SQL Reports
  • Spreadsheet Templates
    • Repeat Section
    • Sort
    • Grouping Data
    • Document Headers & Footers
    • Totals
    • Prebuilt Spreadsheet Templates
    • Security
    • Import & Export Spreadsheet Templates
    • Saving Spreadsheets to a Folder
    • Spreadsheet Options
    • Formulas
  • Settings
    • Activating MyAssistant
    • Sage 300 Data Folders
    • Server Settings
    • Your Settings
  • MyAssistant Server Configuration
    • MyAssistant Server Activation
    • MyAssistant Database Connection
    • MyAssistant Database
    • Sage Login and Data Folders
    • Email Accounts
    • Server Options
  • Tips & Common Questions
    • Where Information is Stored in Sage
    • Using (?) MyAssistant Formulas
    • How to Be Notified of New Information
    • How to Be Notified When Information Changes
    • Outbox
    • See What Each Recipient Will Receive
    • Get copies of emails in an Inbox Subfolder
    • HOW DO I SEE WHERE EACH FIELD IN A LIST IS COMING FROM
    • MyAssistant Security
    • Prebuilt Tasks
    • How to Run a Task
    • How to Make Changes to a Task
  • Troubleshooting
    • System Log
    • Can't Find Information on a Task
    • Tasks Run but Never Finish
    • Reports
      • Can't Add Sage Report
      • Wrong or No Information in Report
      • Prompts Not Filled Out
      • Report Could Not Find Sage Information
      • Page Header or Footer Too Long
      • Sage Printer Driver Unavailable
      • TS PDF Generator Not Installed
    • Emails
      • Tasks Run but Emails Are Not Received
      • Not Authenticated to Send Mail
      • Mailbox Server Too Busy
      • Relay Access Denied
  • Glossary
  • Prebuilt MyAssistant Tasks
  • WHERE TO GET MORE HELP/ASSISTANCE
  • HOW TO IMPORT CUSTOM FIELDS
  • HOW TO ADD SAGE DATA FOLDER
  • Conditions
    • Add a group
    • Add a Row
    • Change a Condition
    • Compare two Sage fields
    • Condition Groups
    • Condition Operands
    • Condition Parts
    • Convert to Advanced
    • Insert a row
    • Preview
    • Remove a Group
    • Remove a Row
    • Use OR in a Condition
    • What is a Condition
  • Data Folders
    • Ignore a Data Folder
    • Monitor Multiple Sage Data Folders
    • Run a Task for Multiple Sage Data Folders
  • Email
    • Attach a PDF
    • Choose Who Emails Come From
    • Daily Summary Email
    • Email Settings
    • Email Step
  • Email Directories
    • Add Email Directory to a Task
    • Create Email Directory
    • Test Email Directory
    • What is an Email Directory
  • Notification List (Report)
    • Add columns
    • Add totals
    • Group the List
    • Move columns
    • Send a List of Notifications
    • What are Notifications
  • Reports & Documents
    • Filter a Mailing List
    • Find a Report on a Task
    • Password-Protect a Report PDF
    • Report Not Sending/Received
    • Report Options
    • Report Prompts
    • Report Properties
    • Save a Copy of Emailed Reports
    • Save Attached Report Design
    • Send a CSV, Text File or Spreadsheet
    • Send Each Person Their Reports & Documents
    • Send Sage Reports
    • Separate Reports by Job/Vendor/etc.
    • Update a Report Design
  • Sage Information
    • Can't Find Information on a Task
    • Find the Right Information in Sage
    • Get Notified of New Information
    • Import Custom Fields & Descriptions
    • Notify When Something Changes
    • Test Connection to Sage
    • Update Sage User & Password (Server)
    • Update Sage User & Password (Workstation)
  • Spreadsheets
    • Create a Spreadsheet
    • How to send a Spreadsheet
    • Import & Export a Template
    • Name a Spreadsheet
    • Password-Protect Spreadsheets
    • Saving Emailed Spreadsheets
    • Spreadsheet Template
    • Totals
  • Tasks
    • Activate a Task
    • Copy a Task
    • Deactivate a Task
    • Task Doesn't Run
    • Task Parts
    • Turn off a Task
    • What is a Task
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