Setting Up the E-mail Option in Forms eXpress:

  1. Configure the Directory Registry & Defaults (00LU02):

    • This step is completed by a PFE Technical Support representative when you sign up to use the email option. The path must be set prior to sending any E-mails. This sets the path where PDF files are stored. Use PDFWIN_PATH key to set the path for Windows server. Use both PDFWIN_PATH and PDFUNIX_PATH keys for Unix server to enter the path in UNC standard (\\server\share\…\directory) and absolute path in Unix standard.

    • If the E-mail has been sent successfully the E-mail program erases the sent E-mail file. If for some reason the E-mail has not been processed properly, an error message will be displayed and a copy of the PDF document can be found in this directory.

  2. Set up the Virtual PDF Printer:

    • The link between Enterprise and the virtual printer that creates PDF's is made by creating a Printer Device in Maintain Printer Defaults (CC97) and linking it to a E-mail Device created in Maintain Fax/E-mail Devices (FX01). The link is made to the PDF Writer (virtual printer) that was set-up on the user's PC during the Acrobat 5.0 (or higher) installation.

    • The following configuring is recommended:

      • Install Adobe Acrobat for Windows 5.0 or higher on the workstation that will perform the e-mailing. Each workstation that performs e-mailing will require a license.

      • Select "Custom" installation.

      • Ensure that the "Acrobat PDFWriter Files" check box is selected.

      • Click Next to continue and follow the default prompts.

  3. Set up the PDF writer in the Control panel:

    • The followings steps are necessary to ensure forms are printed properly when using E-mail to send documents:

      1. Go to Start menu on your PC, select the Control Panel and then select the Printers Icon by double clicking on the Icon.

      2. Right click on the PDF Writer and select Properties from the drop down selection box.

      3. Click on the Printing Preference button.

      4. Click on the radio button beside Custom and enter 9.0 by 12.0. The Unit of measure should be inches. Enter 0.0 for the Margin. The Orientation should be Portrait.

      5. Click OK to close the Printing Preference panel and then ESC to close the Properties panel.

  4. Run CC97:

    • In CC97, input a Printer Name (4 characters max) to designate the E-mail device, for example E1.

    • An alert will appear that no link exists, click Yes to create it now.

    • In the Printer Link Setup dialog box:
      • Select Acrobat PDFWriter in the Name drop box.
      • Click OK to update the record.

    • Input a Description of the E-mail that will be more informative for the users.

    • Set Compressed Print to "O" for optional.

    • Select the 'E-mail' from the drop box for Device Type.

 
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