• Web Pages (HTML documents)
• Saving a document as an Excel file
• PDF documents
• Setting Security for PDF documents
• To set security settings on the PDF document
• Send to mail recipient (as attachment)
• Send to mail recipient (as PDF attachment)
• Send to folder

Send to mail recipient (as PDF attachment)

Automatic and CaseView documents on the Time Document Manager can be converted to PDF and automatically sent by email as an attachment. The recipient can then open the document using the Adobe Reader program which is available as a free download from http://get.adobe.com/reader/.

The Send to mail recipient feature works only with MAPI, the standardized mail interface for Windows. Lotus Notes is not supported. Ensure that there is no conflict between the internet mail program and your email program. If you are using Microsoft Outlook as your mail server, ensure MS Outlook is selected as the email program and not Outlook Express. To verify the server, open Internet Explorer and click Tools | Internet Options and then the Programs tab. Make sure the email program chosen is Microsoft Outlook.

To convert documents to PDF and email them

1. Select a document. Multiple documents may be converted and sent by holding down the CTRL key (or the shift key for consecutive documents) as you select them. If no documents are selected or if a folder is selected, the command is not available.
2. Click Document | Send To | Mail Recipient (as PDF Attachment). Your email software is launched and a new message created.
3. If desired, use PDF Security Options to control who has access to the document(s) and who has the ability to change the permissions on the PDF(s).
4. Enter the destination email address and any message that you'd like to include.
5. Press the Send button.