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- E-Mail a Report as a PDF!
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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.
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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.
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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
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I stand corrected 
When you select the output type, is PDF listed?
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