#47243 - 09/15/15 07:40 AM
PDF files needed as local attachments for email
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Humble Adagio Monk
Registered: 09/09/04
Posts: 183
Loc: Portland, OR
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I printed a few invoices through eprints. I did not know how to use the files as an attachment to my local Outlook to send to client. How do I do that?
Also, if I backup data, how do I move the ZIP file to my local workstation?
RES
_________________________
Robert E. Schwoeffermann Ledgerwood Associates, Inc. (503) 522-5601 LedgerwoodAssociates.com
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#47259 - 09/17/15 08:50 AM
Re: PDF files needed as local attachments for email
[Re: Robert E Schwoeffermann]
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Adagio Action Team
Registered: 03/09/99
Posts: 11608
Loc: Vancouver, BC Canada
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I printed a few invoices through eprints. I did not know how to use the files as an attachment to my local Outlook to send to client. How do I do that? We’re working on streamline the process of PDF generation, saving, viewing & printing, but In the meantime, a workaround is to change the location where the ePrint PDFs are being saved. Point this to a specific folder on your local drive C: BTW, your local drive C: in Adagio Cloud appears a M: and another drive Z: which appears as Z: if this is your "Shared" local drive mapping. In ePrint select/click Edit Profile - this will pop-up "Edit Profile", Change the Radio Button for “Save PDFs” From “Relative to Company Data” To “Relative to This Base Folder” Type in the folder name to one of your Local drives [Drive M:=C: & or Z: if its mapped] Going forward your PDFs will print to this folder, which you can access immediately on your local machine.
Also, if I backup data, how do I move the ZIP file to my local workstation?
Managing of files will be handled by Adagio File Browser. A workaround is to modify the drive location of your Backups to anywhere on drive M: or Z:(if mapped) Open an Adagio Module, Click on menu: File | Backup | Backup Options Modify the Zip Path to somewhere on your Local Drive(s) M: or Z:, Save the settings. Going forward, the backup process will backup directly to your chosen Local Drive.
If you're still experiencing problems with any of these issues, please eMail Cloud-Support.
-Harj
RES
Edited by Andrew Bates (09/17/15 06:46 PM) Edit Reason: Fixed formatting
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Regards, Softrak Tech Support
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#47261 - 09/17/15 09:34 AM
Re: PDF files needed as local attachments for email
[Re: Softrak Support]
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Humble Adagio Monk
Registered: 09/09/04
Posts: 183
Loc: Portland, OR
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I will make the adjustments and let you know how it goes. From what you are saying, I do not need to map a M: drive on my local machine, it will just be equivalent.
_________________________
Robert E. Schwoeffermann Ledgerwood Associates, Inc. (503) 522-5601 LedgerwoodAssociates.com
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#47304 - 09/18/15 03:28 PM
Re: PDF files needed as local attachments for email
[Re: Softrak Support]
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Humble Adagio Monk
Registered: 09/09/04
Posts: 183
Loc: Portland, OR
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The M: drive worked in the data backup without mapping any M: drive locally.
For ePrints it needed an M: drive. Once mapped it worked.
_________________________
Robert E. Schwoeffermann Ledgerwood Associates, Inc. (503) 522-5601 LedgerwoodAssociates.com
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#47378 - 09/25/15 10:09 AM
Re: PDF files needed as local attachments for email
[Re: Robert E Schwoeffermann]
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Humble Adagio Monk
Registered: 09/09/04
Posts: 183
Loc: Portland, OR
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Sorry, I have to report that ePrints did not work. I could not direct the PDFs to my local drive even when I mapped a drive as M: locally. I will work on this some more and let you know how it goes.
_________________________
Robert E. Schwoeffermann Ledgerwood Associates, Inc. (503) 522-5601 LedgerwoodAssociates.com
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