Presets: Email - Outlook

The Outlook presets section allows you to use predefined presets for sending out an email with the generated PDF attached via Outlook. These presets allow you to define custom options for sending emails via Outlook. A preset can be used by multiple printing profiles and whenever a preset is updated, it will be modified automatically in all profiles that use it.

Manage presets

New

This will create a new preset based on the default one. You can change its settings and use the Save button to record your changes and create the preset. It is created only after you click on the Save button, if you click on Cancel or select a different preset the current one will be discarded.

Copy

This allows you to duplicate an existing preset. To do so, just select an existing preset and click on Copy. Unlike the New option, when you copy an existing preset the duplicate is automatically saved with a different name (original name of the preset plus the word Copy ). Removing the original preset doesn't affect in any way the existing copy of it.

Delete

Deletes the preset selected from the list of presets. You cannot delete the default presets that are included in the application.

Browse

You can use the left/right arrows in the top-right section of the window to navigate back to the profile manager page or forward to the preset window. You can also access quickly the presets by clicking on the Profile text next to the navigational arrows and selecting the preset section you want to read more about.

Presets List

When the novaPDF is installed, a default set of presets is included for each section that uses presets. These presets have predetermined unchangeable settings that are taken into consideration when creating the PDF files.

However you can create custom presets based on the default ones that when used, will create PDFs using the options you've chosen. In novaPDF there are two types of presets, private and public:

This list shows the presets (both private and public) that were defined. The icon on the right of the preset name shows what type of it is (public or private). You can filter the shown profiles by starting to type in the search field and also use the Public/Private checkboxes to filter them by type.

Default Presets

The default emails presets are automatically included in the application and available right after installation. These are presets created based on the most used scenarios for this section. You also have the option of sending out a Test email to see how it works.

Open Outlook

If this preset is used, after the PDF is generated the application will start Outlook and attach the PDF files to a new email. The email will not be sent automatically.

Send using Outlook

This preset is included as an example to show how you can send a generated PDF automatically with Outlook. You will need to make a Copy of it and then fill in the From/To email addresses, as well as the Subject/Body fields. The generated PDF will be attached to the email by default.

OUTLOOK

Name

You can type a name for the default preset you are editing/creating.

Description

Add a description for the default preset you are creating/editing.

Author

Optionally you can set the author for this default preset.

Private preset

When the novaPDF is installed, a default preset is created. This preset uses its own default printing settings to create the PDF files. However you can change those settings and create a custom preset, that when used, will create PDFs using the options you've chosen. For each newly defined preset you can choose to have it as Private or Public by checking or unchecking the Private checkbox.

Open window before sending

If this option is selected, Outlook will be opened and the generated PDF will be attached automatically to a new email. The email will not be sent out automatically.

Send without opening window

You can enter in there the From/To email addresses as well as Subject/Body, and an email will be sent automatically after the PDF is generated (with it attached).

From/To

Add from/to/cc/bcc email addresses for the email that will be sent out.

You can configure the following email header properties:

Subject

This is the subject of the email to be sent out. You can use macros to add automatically variables based on what PDF is being created. The following macro items can be added:

Body

This is the body of the email to be sent out. You can use the same macros described above to add automatically variables based on what PDF is being created. If you are using SMTP or Outlook to send the emails, you can enter HTML content for the body of the email and preview it too. MAPI does not support HTML, only text.

Attach PDF

This option is checked by default and attaches the generated PDF file to the email that it sends out. If unchecked, an email will still be sent out but with content only (eventually with other files attached if using the Attach other files option).

Attach other files

Checking this option will let you choose other files to be attached to the email being sent out. You can add files using the Add Files... button or by writing directly the path to the file(s) you want attached. If you want to quickly remove multiple files from this field, you can use the Delete All button.

Ignore missing files

If this option is set, before sending the email the application will add the files as attachments only if they exist.

Zip email attachments

If this option is selected, the PDF file will be compressed first and the resulting zip file will be attached to the email. If the option to attach other files is selected, then all files (including the generated PDF) will be zipped in a single archive and attached.

Change zip extension to

Some email clients block certain types of attachments, thus if you want to be sure the email is delivered with the attachment you can choose to change the extension of the attached file. Commonly the extension can be changed to.txt, and the recipient will rename it back to zip in order to extract the files. You can choose to change the extension from zip to any other type, by writing a new extension in the combo field near this option (there's no need to add "." before the type of extension, only the extension name).

Protect attachments with password

The zip attachment can be protected with a password for increased security (the PDF in the ZIP can also be password protected).

Category

Outlook has support for email categories, so you can enter in here the label of an existing category.

Importance

By default emails will be sent with a Normal importance. You can however change that to High, and Outlook will add a red flag to the email marking its importance. You can also reduce the importance to Low (no notification will be shown in Outlook).

Sensitivity

The Sensitivity option is a feature included in Outlook that will mark differently the emails that should be Private or Confidential. By default emails will be sent with a Normal sensitivity. These are the available sensitivity options that will be detected and used by Outlook:

You can also set other email options supported by Outlook:

Note: Some of the features mentioned on this page might not be available in your edition. The Professional edition includes all the features, while Standard and Lite have limited functionality. For a comparison between editions, please check feature matrix topic.