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)






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

Installing:

1. Go to bigbusiness.com to Downloads

2. Download and install PDF Emailer


Setting up:

3. Go to the Employee toolbar to My Prefs

4. For Print Options choose Advanced.

5. For Email Client choose Microsoft Outlook.


Sending:

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

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

8. Leave Show Print Dialogs unchecked and click OK.

A New Email will open in Outlook with a PDF of the selected form attached.



Related:

(Up) Chapter 17 Emailing