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Chapter 17 Emailing

Big Business makes it easy to email transactions and reports as PDFs. Install our free PDF Emailer software for Windows (already built-in for Mac) and choose Advanced Print Options. You can then select Email (Customer address), Send Email (Customer + Contact addresses), or Save As PDF, for any form. The Email options will automatically print to PDF and attach to a new message in your email prog
(Up) Chapter 17 Emailing


Emailing with Mail on Mac

Big Business on the Mac can automatically print forms and reports as PDF and attach to new message in Mail.

This Solution provides setup details. (7006)
(Up) Chapter 17 Emailing
Use Mail on your Mac


Emailing with Outlook for Windows

Big Business for Windows can automatically print forms and reports as PDF and attach to new message in Microsoft Outlook.

This Solution provides setup details. (7007)
(Up) Chapter 17 Emailing


Send Email

Send Email shows you a selection of Email Addresses:
• Email Address on the Customer
• Email Addresses from Contacts for the Customer

This Solution describes using this dialog. (6503)
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Send Documents

Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Documents from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in the
(Up) Chapter 17 Emailing


Send Notes

Send is a menu choice in Print Options, Settings, that lets you choose Documents and Notes to automatically include in an email.

When printing choose Email or Send Email to (multiple recipients) and then choose Send to add Text Notes from:
- the transaction, in the Docs folder on Quote, Order, Invoice
- the List, in the Docs folder on Quotes Search, Order Search, Invoice Search
- the Items, in th
(Up) Chapter 17 Emailing


Email

Email is the simple choice for sending Quotes, Order, Invoices by email.

This Solution describes its use. (7019)
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Load Addresses
Batch Emails


PDF Emailer

Big Business includes a PDF Emailer for Windows for automatically creating and emailing PDFs.

This Solution describes using this feature. (6501)
(Up) Chapter 17 Emailing
Download PDF Drivers


Batch Emails

Batch Emails are a new and open-ended concept. Here are parts you can use:
Email - choose as a printing destination to automatically create new email messages
Send - Docs as attachments or Notes as the message ("thank you for your order!")

Please email to support@bigbusiness.com with questions or needed changes.

This Solution provides setup instructions. (7023)
(Up) Chapter 17 Emailing
Email


Emailing with Gmail

You can use Big Business Mail to send emails directly, without using a desktop email client like Microsoft Outlook or macOS Mail.

This Solution provides setup details for Gmail. (6709)
(Up) Chapter 17 Emailing
Allow Less-Secure Apps



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