PDF is a Portable Document Format used by almost everyone, which is a convenient way that allows you to view data on any type of device. Therefore to save an email as a PDF in Outlook we need to convert Outlook into PDF. An email file is not able to access on to another system without converting them to a portable format. In Outlook, emails are originally saved in Personal Storage Table(.pst format) on your local machine. However, you are not offered an option when working with Microsoft Outlook. This availability allows the users to carry their file from one device on to another. The Customer button simply launches the customer form and allow the user to enter or edit the destination email address.Portability is a key in file availability to access any type of files on different platforms. The Email Inv button will do exactly what it says: print the invoice to PDF, launch an Outlook message, attach the PDF and prepare the subject and email body. We added three buttons to the email invoice form, a portion can be seen below: The Email Body field is a Memo type and the Subject line is only a text field. Here is a screen shot of what it looks like in our app: In this case we are going to create a simple table and form that will allow admins to edit subject and email body options. We usually have an options table in our apps to control defaults and other aspects of the database. Make sure client table has BillingEmail field.Īdd three buttons to form: One to email, another to edit customer record and another to pop the option table. Option table to hold templates for the Subject and body of email. I LOVE integrating Access with Outlook, it’s really easy to create a system that allows our clients to export reports as PDF attachments in an email.Įmail pdf invoice to a recipient using Outlook.
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