Difference between revisions of "How do I print and email a PDF?"

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== Setting up the Platinum Print Record ==
 
== Setting up the Platinum Print Record ==
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* Go to "Options" -> "Printing" or Press {{KeyPress|A-P}}.
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* Press {{KeyPress|A-P}} from anywhere within Platinum to open the "Print Record Override" window.
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* This will bring up the "Print Record Override" box.
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* Press {{KeyPress|C-F1}} to open the "Print Record Search" and then press {{KeyPress|F9}} or press {{Button|Copy}} to create a new print record based on an existing one.
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* Press {{KeyPress|F1}} to move through the print records to find your first available print record number (e.g. 05).
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* Platinum will then prompt you to choose the record to base the new one on. Enter {{DataValue|01}} to choose the record of your "default Windows printer" and then press {{Button|Choose}}. The "Printer Parameters" window will now open with a complete copy of record {{DataValue|01}}.
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* Type in the next free number you have found (e.g. 05) and press {{KeyPress|S-F10}}.
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* Set the {{DataPrompt|Record Name}} to read {{DataValue|PDF TO EMAIL PRINTER}}.
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* This will ask if you want to {{Button|Create}} a new record, {{Button|Copy}} an existing one, or {{Button|Re-enter}} the record number. * Left click {{Button|Copy}}.
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* Set the {{DataPrompt|Output}} to {{DataValue|Pdf}}.
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* Type  '''01''' in the {{DataPrompt|Print Record}}. This will create a print record with your new number that is an exact copy of Print Record 1, which will be your Windows Default Printer.
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* On the "device" tab , enter {{DataValue|WIN:PDF995}} as the {{DataPrompt|Default Print Device}}.
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* Arrow key down to the {{DataPrompt|Name}} Field and type '''PDF TO EMAIL PRINTER'''.
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* Press {{KeyPress|Esc}} or press {{Button|Done}} and then press {{Button|Accept}} to save the new print record.
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* Arrow key down to the {{DataPrompt|Print Device}} Field and edit the line to read '''WIN:PDF995'''.
 
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* Arrow key down to the {{DataPrompt|Faxed/Email/SMS Output}} and set this to '''P'''.
 
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*Press {{KeyPress|Esc}} and {{Button|Accept}}.
 
  
 
== Printing a Platinum Document to PDF and Attaching to an email ==
 
== Printing a Platinum Document to PDF and Attaching to an email ==
 
* When you are printing anything from Platinum that you want to email, get to the point where the next button you press would normally print and press {{KeyPress|A-P}}.
 
* When you are printing anything from Platinum that you want to email, get to the point where the next button you press would normally print and press {{KeyPress|A-P}}.
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* Type in the number of the PDF PRINTER record (e.g. 05) or press {{KeyPress|F1}} to search for that print record.
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* Type in the number of the PDF PRINTER record (e.g. 05) or press {{KeyPress|C-F1}} to search for that print record.
 
* Press {{KeyPress|Enter}}.
 
* Press {{KeyPress|Enter}}.
 
* Press the appropriate key to print.
 
* Press the appropriate key to print.

Revision as of 09:21, 17 September 2009

Summary

The following article explains how to create a print record to allow you to print a PDF document and attach it directly to a blank email in your email program ready for you to enter the subject.

PLEASE NOTE : This link relies on there being a valid email address on your customer/supplier accounts. If the email is missing the link will still create the PDF and attach it but the email address will be blank. For help installing and setting up the PDF995 Program please refer to the How do I Setup Printing to PDF in Platinum? article in the See also section at the bottom of this article.
WARNING : It is important to have a PDF file viewer installed on your PC if you don't have one already. One of the most popular is the Adobe Acrobat Reader available for download here - http://www.adobe.com/uk/products/acrobat/readstep2.html

Setting up the Platinum Print Record

  • Press <Alt+P> from anywhere within Platinum to open the "Print Record Override" window.
  • Press <Ctrl+F1> to open the "Print Record Search" and then press <F9> or press [Copy] to create a new print record based on an existing one.
  • Platinum will then prompt you to choose the record to base the new one on. Enter '01' to choose the record of your "default Windows printer" and then press [Choose]. The "Printer Parameters" window will now open with a complete copy of record '01'.
  • Set the "Record Name" to read 'PDF TO EMAIL PRINTER'.
  • Set the "Output" to 'Pdf'.
  • On the "device" tab , enter 'WIN:PDF995' as the "Default Print Device".
  • Press <Esc> or press [Done] and then press [Accept] to save the new print record.

Printing a Platinum Document to PDF and Attaching to an email

  • When you are printing anything from Platinum that you want to email, get to the point where the next button you press would normally print and press <Alt+P>.
  • Type in the number of the PDF PRINTER record (e.g. 05) or press <Ctrl+F1> to search for that print record.
  • Press <Enter>.
  • Press the appropriate key to print.
  • This will go through much the same process as a normal print (i.e. you will see the normal "Printer Status" box).
  • If you using the free version of PDF995, the sponsor box will appear for approx 10 seconds and a smaller add box will appear advertising other Software995 products. This can be closed.
  • A blank email will then open up with the email address and document attached allowing you to enter the subject and add some text to the email.

See also


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Keywords AND Misspellings
PDF, PRINTING, EMAIL
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