Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people, just like you, are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
Solved

Outlook Email Template with PDF Attachment option

Posted on 2010-09-10
4
655 Views
Last Modified: 2012-05-10
I own a business which I do business as a different name depending on the state the customer is from. I have a standard email that I use to send customer invoices and other documents. I change the logo, address and the disclaimer and out it goes. Eventually I simply created three templates in word. I click the one I want, file, send to, mail recipient and out it goes. No biggie.
My issue is that I have to attach a PDF to each email but I have to choose between 10 standard PDFs. It would be nice if I could create a template which gave me a nice little drop down of those documents. These ten PDFs which I have to choose from are all in one folder on the network so my employees can retrieve them easily. Can I do something like this using Outlook or Word? I am trying to eliminate user error when my employees are sending these emails.

Any help greatly appreciated. Thank you
0
Comment
Question by:spaced45
  • 2
  • 2
4 Comments
 
LVL 32

Expert Comment

by:Robberbaron (robr)
ID: 33651659
are you using exchange as it may be possible to convert your word templates to email forms , and put the drop down on the form.  The code behind should be able to attach a pdf from network.

actually can probably do it without exchange but lose the centralised location for the forms, which may lead to difference between staff if the dont load the latest form into their local outlook.


have a look at outlook forms.  Tools/Forms / Design a form. use std message as the base.
0
 
LVL 1

Author Comment

by:spaced45
ID: 33664074
We are using exchange. I did mess around with the form in outlook and it looks pretty good but I am not sure about the code. I have add a drop down in excel before but never in outlook. Any place I can find an example? And once I do this how can I make them available to everyone?
0
 
LVL 32

Accepted Solution

by:
Robberbaron (robr) earned 500 total points
ID: 33671432
Slipstick.com has lot s of outlook ideas and links to other sites.

With Exchange, you can publish forms as Organisational Forms, available to all in the exchange domain via thChoose Form dialog.
0
 
LVL 1

Author Comment

by:spaced45
ID: 33749614
Sorry for the delay. That site you recommended was perfect. I ended up using the templates I had on my computer and then saving them as drafts then I saved them in a document library. This allowed everyone to have acces to them. Thanks.
0

Featured Post

Free Tool: ZipGrep

ZipGrep is a utility that can list and search zip (.war, .ear, .jar, etc) archives for text patterns, without the need to extract the archive's contents.

One of a set of tools we're offering as a way to say thank you for being a part of the community.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

Large Outlook files lead to various unwanted errors and corruption issues. Furthermore, large outlook files can also make Outlook take longer to start-up, search, navigate, and shut-down. So, In this article, i will discuss a method to make your Out…
In this step by step procedure, you will come to know the details of creating an Outlook meeting in 2007, 2010, 2013 & 2016.
The viewer will learn how to simulate a series of sales calls dependent on a single skill level and learn how to simulate a series of sales calls dependent on two skill levels. Simulating Independent Sales Calls: Enter .75 into cell C2 – “skill leve…
CodeTwo Sync for iCloud (http://www.codetwo.com/sync-for-icloud?sts=6554) automatically synchronizes your Outlook 2016, 2013, 2010 or 2007 folders with iCloud folders available via iCloud Control Panel. This lets you automatically sync them with…

856 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question