Word template documents can be created to automatically convert to a PDF when sent via email or added to a Documents tab. This allows you to use Word Merge without giving your users access to make modifications to the document.
If you have EZWriter template tags in your document, when converted to a PDF, these EZWriter tags are not populated with the information as they would in the Word Document. You will need to create the Word Document first, then convert it to a PDF manually.
When you attach a Word template document to an email, it shows as a Word document; however, once the email is sent, it converts to a PDF so the recipient receives the PDF version of the document. You can view the email and the PDF attachment in the appropriate Documents tab after it is sent.
To configure a single Word template document to convert to PDF:
- From the Main Menu search and select the appropriate Template Document link (Account, Event, Job).
- Locate the Word template document you want to convert to PDF.
- Right click and select Properties. The Template Document Properties screen opens.
- Check the Convert to PDF check box. You may need to add this field to your screen layout if you do not see it.
- Click OK. When the Word template document is attached to an email and sent or when it is added to a Documents tab, it automatically converts to a PDF.
You can also set multiple template documents to convert to PDF:
- From the Main Menu, search and select the appropriate Template Document link (Account, Event, Job).
- Select the Word template documents to convert to PDF. Use Ctrl+Click or Shift+Click to select multiple Word template documents.
- Right click and select Edit Multiple. The Edit Multiple Documents window opens.
- Check the Convert to PDF check box. You may need to add this field to your screen layout if you do not see it.
- Select Yes in the Convert to PDF drop-down.
- Click OK.
Limitations:
- Nested Tags in Template - The [Tag] is not replaced in documents converted to PDF.
- Embedded shapes, images and text boxes are not supported.
Comments
11 comments
Can this article be updated to make it clear that only TEMPLATE documents are converted to a pdf when applied directly on an e-mail? By saying "Documents can be converted to PDF when they are being attached to emails." gives the impression you can create a document from the template, then edit it and then send as pdf. This is not yet possible.
2 upvotes
Since we can't create a document from a template and then send as a PDF, how can you create a document, email it, and not have the receiving party edit the document? (ie-contracts, agreements, statement of work, etc.)
1 upvotes
Hi Pat,
You need to save the doc as a PDF to your desktop and then either
a) compose an e-mail to the client from within Ungerboeck and pick up this PDF as an attachment OR
b) save that PDF to your documents tab and then send it via e-mail from within Ungerboeck.
Note that with option b) you will likely end up with duplicates as the original document stays and then all attachments are also saved if you elect to Save the Email when sending it.
0 upvotes
Thanks Sean.
I figured as much but sure is clunky especially if you are using a Word Merge template. I was hoping for a better solution. It would be so much easier, smoother, to be able to do a "save as" from the merged document to a PDF to the document tab then send that as an attachment on an email. Saving locally then having to grab it again to attach seems like more steps than necessary.
I found it odd as well that when you send as an attachment, you get a second copy.
1 upvotes
I'm also seeking the ability to convert to PDF once template word doc has been edited.
Following this thread so can be notified if/when this feature is added!
1 upvotes
We need a solution in this space too if we are encouraging our users to work from UB rather than having to save the document as a PDF on the desktop before sending out as mentioned by Sean.
3 upvotes
Have you come up to a solution for converting the Word (Contract) documents that are in Ungerboeck to a pdf document without having to export the Word doc out to your computer and import the pdf back in yet? This is a much needed upgrade.
1 upvotes
Hi Christine,
I met with the project manager today and this is not currently possible. He is aware of the need and it will be considered for future development. Currently there is no time frame.
Thanks.
Ryan
0 upvotes
This is also something we require for our operations - and submitted as a product enhancement in 2017. I will resubmit on the new Product Ideas Forum.
Hopefully we have some movement on this soon.
1 upvotes
Hi All,
Is there an update on this? Is this possible in a future release?
Thanks,
Jonathan
1 upvotes
Hi Jonathan,
I checked with Product Management on this and it is on our backlog for a future release but not further update at this time.
Thanks,
Ryan
0 upvotes
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