E-Mail a Report as a PDF!

[#1]

Many of our clients send confidential data and reports that they can not send out that the client can edit or change them.  Their only choice is to send a PDF.  Even when they try to send an RTF it looks like unformated text and comes out very unprofessional.  To advertise that ACT can e-mail reports, but only RTF format and not a Word document, a PDF file, or something that is more usable is not very good.

[#2]

This KB might be of help:

http://kb.sagesoftwareonline.com/app/answers/detail/a_id/14690/

It shows how to add other output formats to the report list.

[#3]

The kb says "You would like to send your ACT! report output to Microsoft Word, Microsoft Excel, a Tiff Image, or Paged HTML format. "  I went through it and PDF is not mentioned.

Perry

[#4]

I stand corrected

When you select the output type, is PDF listed?