By selecting the Send as PDF option, DocuNote allows you to convert the document to PDF format first and then send it to the chosen location.
This menu is available both on the ribbon bar and from the context menu when you right-click on an item and then hover over Send as PDF to.
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Please note:
From DocuNote version 6.9, “The New Outlook”-add-in is supported for the most used features
Some DocuNote functions do not work with "The New Outlook". In these cases, the pop-up below will be shown.
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By default, the Send as PDF to menu provides the following described in the table below.
| Target | Description |
|---|---|
| This PC | Allows you to choose the relevant location on your PC. By default, the most recently used location is selected. |
| Opens the mail client with the selected document attached to a new email. | |
| Windows Clipboard | Copy the selected document to Windows clipboard. |
| Contact by e-mail | Allows you to send the document to a contact from your DocuNote address book. For further details, see ‣ |
Please note: Partly supported for “The New Outlook”
Another useful feature of the Send document to option is the ability to create a custom location. For more information, see Context menu editor
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It is possible to create special naming for exported documents for each document category, for the function Send documents to.
Go to the Administration area, navigate to System setup, under the Documents and cases tab expand document categories, and navigate to the document category you wish to have a separate naming for.
In the field Naming of exported document, you can insert free text, data from text fields (by inserting the field's name in {}), as well as the commonly supported references {T} - title, {N} - number, {V} - version, {S} - status.
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