Thanks Discobay
1. Fill out template (merge fields and data source alreday linked to template)
2. edit recipients - tick who I want it to go to
3. Preview - all works fine
4. Option that works is "finish and Merge" and send via HTML, this ends up as the word document being in the body of the message - not ideal as it is a paper based form that needs to be filled out and returned
Optrion that only sends to internal email addresses and preferred way "Click merge to PDF"
Record range "all"
Specify PDF File name
Select "automatically send PDF via email"
To = email
fill in email fields
click OK
This results in only sending the PDF to the first recipient if going to external email addresses or to only the 1st recipient if it is going external of our office.
__________________
RS RA
The more people I meet the more I like my Dog!
12.463 1/4 mile, not bad for an old school Liberty [DECEASED]
MY08 Liberty Tuned by STi
|