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)






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

Setting up:

1. Go to the Employee toolbar to My Prefs

2. For Print Options choose Advanced.

3. For Email Client choose macOS Mail.


Sending:

4. Print (or Save and automatically Print) Quote, Order, Invoice,...

5. In Print Options select any form (# of copies = 1) and for Destination choose Email (Customer address) or Send Email (Customer + Contact addresses).

6. Leave Show Print Dialogs unchecked and click OK.

A new message will open in Mail with a PDF of the selected form attached or included.



Related:

Use Mail on your Mac

Next Page: Emailing with Outlook for Windows

  Chapter 17 Emailing

Return to Help