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Send ZipForm®Desktop transactions through e-mail
KBA-01120
 Watch the video
How to send ZipForm®Desktop transactions through e-mail.
Follow the steps below:
Step 1:
Open the transation you wish to send through e-mail.
Step 2:
Click on the Send Mail icon on the toolbar.
Step 3:
Choose the PDF format.
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.
Once the format has been selected, click on the OK button.
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.
Then click on the OK button.
Step 5:
Enter the File Name you wish to use for the attachment.
Then click on the OK button.
Finished:
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.
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