Planner view
The "Send To" feature sends a Presentation to one or multiple Board users via email. The user creates as many Send To jobs as needed, each with its own recipient list, configuration, and scheduling options.
A configuration wizard guides the user through the creation of each new job: for example, to choose the attached Presentation format (PDF, MS Word, MS Excel, MS PowerPoint), adjust the sending scheduling, the e-mail text, and more. See Exporting a Presentation for more details.
Administrator view
The Send To feature is also accessible from the System Administration section when it is available to System Administrators.
The Send To panel provides a centralized view of all Send To configurations created across the Board Platform by any user or team.
This area enables Administrators to audit, manage, and optimize existing Send To actions, supporting maintenance and cleanup activities. While Administrators can create their own Send To actions, the primary purpose of this section is to offer full visibility and control over all configurations defined within the system.
The Send To grid also shows the total number of configurations and how many are currently selected. This information appears in the lower-left area of the page and follows the same behavior as other grids across the Platform, such as those in the System Administration sections for Presentations and Subscriptions.
Overview
The Subscriptions Overview page enhances the standard Send To user view by providing Administrators with a comprehensive overview of all Send To tasks created across the Platform.
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In addition to all fields available in the user view, the Subscriptions Overview introduces a new column: "Created By", which identifies the user who originally configured each Subscription.
Displayed fields include:
Name
Enabled
Creation Date
Created By
Next Run
Scheduling
Subscription Type
Last Run (hidden by default)
File Format (hidden by default)
From the Administrative overview, the Administrator can review all configuration details but cannot create or edit existing Send To tasks. These tasks are created and managed exclusively by users.
Access and permissions
Administrators can view the details of any Send To action but cannot modify its configuration. Within the sliding panel of a Send To action, the only editable control is the Enabled toggle. Administrators can therefore run, enable, disable, or delete Send To actions but cannot change their setup or parameters.
Toolbar and interaction
The top menu bar contains three actions: Run, Enable, and Disable.
The Run action executes the selected Send To actions sequentially. During execution, a modal window displays the progress of the action. When the action is complete, a confirmation message appears. Multi-deletion and multi-run operations are supported. Select multiple items and run or delete them simultaneously. These actions can also be performed individually by hovering over a specific item to display the Run and Delete actions.
The Enable and Disable actions activate or deactivate one or multiple Send To actions at once. The Status column indicates whether an action is Ready or Disabled. A Disabled status means that the action cannot be executed. If an error occurs during execution, an error message appears in the panel.
Edit a Send To action
To edit a Send To action, select the action on the table to open the detail panel. To enable this action, click on the corresponding row or select the checkbox and click the Edit .png){kind=small}
icon. Multi-editing is not supported: only one Send To action can be edited at a time. If multiple Send To actions are selected, the Edit button becomes unavailable.