Equisys Technical Notes

Technical guidance, explanations and fixes for our products

INFO: View emails before sending functionality in Zetadocs PDF

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ZTN4400

ID: ZTN4400

This Zetadocs technical note applies to:

  • Version 9.3 and earlier of the Zetadocs PDF Client

Summary

This technote describes how the Zetadocs Client behaves when delivering a Zetadocs batch of more than one document.

More information

The Zetadocs Client only uses the ‘view emails before sending’ option when a Zetadocs batch contains a single document, or when sending documents that do not belong to a Zetadocs batch.

This option allows users to preview the Outlook message that is produced prior to sending the email to the intended recipient. Any adjustments to the email can also be made at this point. This option is ignored for Zetadocs batches in order to prevent Microsoft Outlook from continually opening messages for every document in the Zetadocs batch.

The “View emails before sending” checkbox can be found in the Options dialog in the Zetadocs Client:

Last updated: 15th June 2015 (JV/NT) 

Keywords: Email Integration, preview emails in Outlook

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