Sending a PDF in an Email

Revu can automatically attach the active PDF to your default, installed email program with the click of a button.

To send a PDF in an email:

1. Open the PDF you wish to send in the email.
   • The PDF you wish to send must be currently active in the workspace.
   • Revu will send the current version of the PDF, including any recent changes you have made but not yet saved.
2. Click E-mail or press CTRL+E.

   • If you have created an email template and would like to use it to send this email, click the down arrow to the right of E-mail and select the template instead. 

     

3. An email message opens in your default email program with the PDF attached automatically. Add recipients and a message, as needed and/or desired (if you used an email template, some or all of these fields might be automatically populated), and send the email.

   Note: Revu uses your computer's default, installed email client, such as Outlook or Thunderbird. This feature does not work with browser-based webmail services like Yahoo! Mail, MSN or Gmail.

To automatically insert additional information such as email addresses, subjects, and messages into email messages created with the email feature, create an email template.

1. Go to E-mail > Manage E-mail Templates. The Manage E-mail Templates dialog box appears.

   

2. Enter information in any of the available fields, as desired. Information entered into these fields will be automatically populated in future emails sent from Revu that use this template. Fields left blank can be completed on an individual basis as emails are sent.
3. Click Save. The Save E-mail Template dialog box opens.
4. Enter a name for the template and click OK.

5. Click OK. The saved template will now appear in the E-mail menu.

   

To manage email templates, go to E-mail > Manage E-mail Templates. The Manage E-mail Templates dialog box appears. Select the template you wish to work on and make any desired changes. In addition, the following functions are available:

• Template: Contains the templates that are in the saved in folder defined in Location.
• Delete: Deletes the template shown in the Template field.

• Location: Defines the location where the templates are saved. Click to browse to a new folder. Click the arrow on the button to browse to a new folder or to set the current location as the default folder.

  Each template is saved an individual XML file and the Template list at the top of the dialog displays the templates located in the folder specified in the Location field. Changing the Location allows you to organize Templates in separate folders for each project or to store the Templates on a network drive where they are can be accessed by multiple users.