by TimStone » Wed Jan 25, 2023 11:07 pm
Byron,
I use FWH to send emails with PDF's all the time, as do my clients.
As a general "good operating principle", I would always suggest previewing anything before it is sent out, and especially any form of invoice, or statement. It's just being proactive to avoid issues later.
The process for me is quite simple. The client's email address is in their record. So, I preview the document, and hit the Email button. A dialog pops up with the To field populated, and the subject ( but I can edit it ). I then add text and hit the send button. It's very smooth and works perfectly.
You can probably create a subclass to the Printer program that allows you to bypass the Preview viewer as a print option, and just produce and grab the PDF and auto attach it to an email. You can also do things like have selectable scripts for your email ( templates ).
If you are using FWH to produce the documents, then this is all relatively easy to accomplish.
**. As for PDF's: If you create them in FWH, you can name, and save, them anywhere.
Tim