You may send forms from your transactions to clients as either PDF or ZFX files. Only other ZipForm users will be able to open ZFX files, so sending the files as PDF will be the option most will choose.
Solution
Follow the steps below:
Step 1:
Open the transation you wish to send through e-mail and then click on the Send Mail icon on the toolbar or go to File/Send Mail.
Step 2:
Choose the PDF format and click on the OK button.
Please Note:
Most computers have Adobe Reader installed on them, which is the program that reads PDF documents. PDF format is recommended for most users.
Step 4:
A window will now appear that will let you choose which forms from within the transaction you would like to send through e-mail. Remove the check marks from the forms you do not wish to send and then click on the OK button.
Step 5:
Enter the File Name you wish to use for the attachment and then click on the OK button.
Step 6:
Your default e-mail client should now open. You may now send the e-mail like you would send any e-mail.
Please Note:
ZipForm®Desktop uses MAPI compliant e-mail clients ONLY. This means that Web based e-mail clients such as Yahoo! or Hotmail will not work with our program. If you use a Web based e-mail client, you will need to export the documents to PDF, then manually attach them to your e-mail.
