Publish your tree on artist canvas - using Legacy Charting
FamilySearch Indexing: current projects, what's coming, and how to search the indexes

Sharing Your Legacy Electronically

Gone are the days of waiting impatiently by the mailbox for the package from the court house, or the letter from your long-lost cousin. Now we wait, even more impatiently, with our email’s inbox open.

Legacy Family Tree can create electronic versions of reports that can be attached to emails, making it easier and faster to communicate with your friends and family.

On the right side of each report are the report’s output options:

Screen / Printer  Sends the report to either the Print Preview window or directly to your printer depending on whether you click the Preview or Print button.

Rich Text File  Sends the report to a disk file containing all the formatting options such as bolding, indents, fonts and font sizes.  It also contains all the index and table of contents marks.  This file can then be loaded into your favorite word processor for further editing and formatting.

Text File  Sends the report to a text file on either your hard drive or other device.  You will be prompted for a drive and path.  (Note: The Index, Table of Contents, and Title Page options are not available when using the Text File output format.)

HTML File  Sends the report to a HTML file that can be used on a web site or sent as an email message. You will be prompted for a drive and path.  (Note: The Index, Table of Contents, and Title Page options are not available when using the HTML File output format.)

PDF File  Generates the report, displays it in the Print Preview window and then creates an Adobe PDF (Portable Document File) file.  This file can be viewed with the free Adobe Acrobat Reader and easily sent to other people by e mail.  (This feature is part of the Deluxe Edition only.)


How to Send Files via Email

In Legacy, click on HelpShow Help Index > type Attachments to e-mail > and double-click on this subject. This article provides information on sending attachments using several different email programs.

Report Settings – Save/Load
In the lower right-corner of the report’s options page are two buttons that few Legacy users utilize. You’ll find the Load and Save buttons for every report, and also in other areas in Legacy. The Save button is often misunderstood. It does not save the report to a file. Rather, it saves all of the report settings to a special file. This means that you can have different sets of report settings saved for different purposes. For example, let’s pretend that we do most of our genealogy correspondence with two other researchers – John and Mary. When you correspond with John, you like to include different aspects in your reports than you would share with Mary.

Click on the Report Options button. When you correspond with John, on the Include tab, you like to include Notes, Events, and RINs. And you like to share pictures with him, so on the pictures tab, turn on those options. Every time you share a report with John – these are the options you want to have turned on. Close these options, now click on the Save button. Now, give the settings a file name – John, and click save.

Now create a set of report settings for your correspondence with Mary. Click on the Report Options button. Mary doesn’t like pictures, so turn off those options. And she doesn’t need information from the notes, events, or even the RIN numbers. So turn those options off.

Now close the report options, and save this set of report settings. Now you’re set. Any time you want to create a report for John, just load his settings by clicking on the Load button. Select his name and click on Open. To be sure, click on the Report Options button, and notice on the include tab how the RINs, events, and notes are selected. If we loaded Mary’s settings, these would not be selected.

So the Load and Save buttons are very handy tools to save different sets of report options for various purposes.


Feed You can follow this conversation by subscribing to the comment feed for this post.

The comments to this entry are closed.