06-23-2008 11:55 AM
I think i may need a addon.
Here's the problem. We are running Act for web 2007 ver 9. We write a letter to contact using the ACT wor processor then click send via email as attachment. At this point we want to be able to save as a pdf file.
06-23-2008 12:01 PM
06-23-2008 12:55 PM
Not really, I think they all operate as a printer... then you can attach it.
But ACT! can attach the email as an email file... why do you want it as a PDF?
06-23-2008 01:06 PM
The company i do admin for send out documents that need to be secure.
The problem with the printing method is when you print the doc to pdf the history tab says "letter sent" when all you have done is save is to disk.
It's a shame that you then need to add the extra step of creating a email attaching the pdf then sending it.
My users aren't to hot at picking why they should need to do this extra step.
Anyone know if this as been added to the next version?
06-23-2008 01:13 PM
You can stop the history.
But why sort of docs?
Why use letter and not email?
Why not just email directly?
Maybe even use Outlook as per this ACT! Knowledge Base article - http://tinyurl.com/4txgde (this is even better with ACT! 2008)
06-23-2008 01:32 PM
The docs are pricing and stuff that they don't want anyone changing.
They are using the Write/Other document/ from Template fuction.
From the word processor they would then do a file/send /email fuction.
Then you get the option to put the document in the body or attached to the email.
They need to have it attached cause outlook is set to compose in plain text so all the formating is striped out of the doc.
Here we have the problem. You can't secure the attachment.
06-23-2008 01:41 PM
Sorry... I can't think of a simple solution with the Web product.
Do you need to prevent changes only from the person you're sending to or from internal also?
06-23-2008 01:51 PM
If only need security from the person sending to... it might be possible if using Outlook to set it to always secure attachments. But I don't think this would work if the person has a non-standard email client.
Or, there might be a PDF creator that automatically bring up a new email in Outlook and attaches the PDF (QuickBooks does this for invoices by email).
At least of you turn off the Record History when printing to PDF, you won't get the two History items.