3E MatterSphere – Do you know how to………..?
Why should I add documents in PDF format?
When you choose to add a document to an email you can decide whether it’s added in the format it was created or as a PDF document. It’s always advisable to add the document in PDF format to prevent any changes being made to the document.
How do I add a document in PDF format?
- After creating an email, click the Current Document ribbon.
- Click the Insert icon.
The Document Picker window will be displayed.
- Choose the document that you want to insert and click Select (if you want to insert more than one document, hold down the CTRL key before clicking the documents).
Emailing documents from the Documents tab
- Select the document you want to email (if you want to email more than one document, hold down the CTRL key before selecting the documents)
- Click the Email as PDF icon at the top of the screen or in the Actions pane.
An email will be created in Outlook and the selected documents attached in PDF format.
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