You can choose to print to e-mail. For example, if you choose to print an invoice to e-mail, the program will automatically convert the printout to .pdf format and insert to an e-mail to the recipient as an attachment. Most recipients will be able to read .pdf attachments and it is generally regarded to be a safe file type.
In the example below you are printing a quotation.
How to print a quotation to e-mail
Create a new quotation or open an existing one.
Click Print (Ctrl + P).
Select Quotation and click Next.
Select E-mail and
click on Complete.
An e-mail will now be created with the quotation document attached
as a .pdf file. Check that the recipient's e-mail address is correct.
You may also want to double-click on the document (Quotation.pdf attachment)
to check the document quality before you send the e-mail.
Click Send in MS Outlook to send the e-mail.
The e-mail is now sent from MS Outlook with
the quotation attached.
Note! The system treats the quotation as a report. All reports user MD Outlook as their e-mail editor even if you have selected the program's own e-mail editor in the user settings for Outlook. Find out more about this topic under 'Getting started with e-mail' here.
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