Send an e-mail with PDF file of a drawing form attached

If you create the e-mail using the On Save of Document E-mail checkbox, the PDF file of the document form and any binder item attachment that has the Attach when E-mailing checkbox selected are attached to the e-mail and ProContractor records the activity on the Activity/History tab.

  1. Open the Enter Drawing screen.

    Note the active company. If you want to change it, click in the header and select the appropriate company.

  2. In the Project field, do one of the following:

    • Enter the code of the project for the document.

    • Click to select the project for the document from a Lookup List.

    • Tip: You can set this field to default to the most recently used project. See the Remember Last Project field on the Users screen or User Groups screen for details.
  3. In the Document field, do one of the following:

    • Enter the code of the document you want to e-mail and press Tab.

    • Click to select the document you want to e-mail from a Lookup List.

  4. In the On Save of Document area, if you haven't created the PDF file or if you want to recreate it, select the Create PDF checkbox.
  5. Select the E-mail checkbox.
  6. Click Save Document.
    Note: If the save takes more than a few moments, ProContractor may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out of ProContractor until all background tasks are complete.
    Note: You must have MAPI-compliant e-mail software—such as Microsoft Outlook—installed on your computer to send an e-mail message with an attachment.
    Tip: You can also send the PDF file in an e-mail from the Binder tab, but ProContractor will not record the activity.