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Documents Tab - Add Button and Grab Document

Nickel Super Contributor
Posts: 352
Country: Canada

Documents Tab - Add Button and Grab Document

Before I go digging I thought I'd ask if anyone has code they can share to:

 

A) add a button to the Documents tab

B) grab the currently selected document

 

If not exact, I'd be glad to have similar for a different tab.

 

TIA!

Len

Len Kamerman
ACT! Certified Consultant

Act E-mail Marketing Trainining Course:

http://actsoftware.training
Bronze Super Contributor
Posts: 1,231
Country: USA

Re: Documents Tab - Add Button and Grab Document

What are you trying to do? 

In Impact Suite v5 we add a "Convert to PDF" button on the documents tab toolbar. This button to allow users to convert existing *.DOC to PDF based on the selected row.

 

 

2014-03-04_14-36-16.png

 

-- Jim Durkin

Nickel Super Contributor
Posts: 352
Country: Canada

Re: Documents Tab - Add Button and Grab Document

I have a customer we did some very specific mail merge automation for that gives them a Word document on the Documents tab.  They like the "Send E-mail" button but would like it to be a PDF, so I want to write a plugin that would give them a button that converts to PDF and then opens a new e-mail in Outlook with the file attached (or alternatively creates a PDF copy on the docs tab, it's an extra click, but avoids the whole Outlook bit...)

 

Thanks,

Len

Len Kamerman
ACT! Certified Consultant

Act E-mail Marketing Trainining Course:

http://actsoftware.training