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Outlook Email Template with PDF Attachment option

Posted on 2010-09-10
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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
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Question by:spaced45
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by:Robberbaron (robr)
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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.
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by:spaced45
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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?
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Robberbaron (robr) earned 500 total points
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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.
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by:spaced45
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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.
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