Setting up the Ability to Email PDF's in Printers Plan. Follow

Please follow these instructions in order to send emails using Printer's Plan:

There are 3 steps:

1. Check the default app settings within windows to see if their email client is set as a default email application or enable SMTP if we are using HTML email.s
2. Check the Printer security settings to see if the printer is accessible to Printer’s Plan
3. Setup the pdf printer within Printer’s Plan.

Note: If using Cloud-Hosted Printer’s Plan, please do not use these instructions. The setup will be different.

1. Check the default app settings within windows to see if their email client is set as a default email application.

If using SMTP in Printer’s Plan to send Emails instead of Outlook, disregard Step 1 and proceed to Step 2.

1a.(On windows) Open up the taskbar menu and search for “Default app settings”, then open the best match.

1b. In the Default app settings, click on “Email”.

1c. In the next window, declare your default email application.

 

 

2. Check the Printer security settings to see if the printer is accessible to Printer’s Plan

2a. Open the Windows Start Bar and type in “Printer” and the selection Printers & Scanners should appear.

 

2b. Next, open the Printer you wish to edit and select manage then Printer Properties. Once here navigate to the Security Tab.

Once in the security tab, you will make sure that the printer’s options are set to allow for user access.

Click Apply/OK to save these changes.

 

3. Setup the pdf printer within Printer’s Plan.

3a. Open Printer’s Plan and open the Print page by selecting the Jobs Tab and selecting an item in the directory.

 

3b. In the Print window, select Setup PDF.

 

 

3c. Select the PDF driver you had adjusted the permissions for earlier. After this, you will be prompted to select the folder that Printer's Plan will expect to find the PDF files it will be attaching to emails. 

 

3d. Follow the 2 step instructions that you are presented with. The first part will be selecting a printer. This should be your pdf printer. The second part should be choosing a file location. This should be where your invoice files are located.

Note: If using Adobe PDF Printer, you may need to click on more properties to determine where it saves your documents. This usually defaults to My Documents. Change this to the desired location.

3e. The last part is just testing to make sure it works. If it is not working then revisit the previous steps to make sure the steps were followed correctly.