Send a Plan as PDF Attachment

If your Subscription Administrator has enabled this feature on the Policies Page, you can send a plan as a PDF attachment via email after saving the plan in the Planner. When sending a plan as a PDF attachment via email, the Planner also presents you with the option of saving a copy of the PDF file to the client’s Documents tab on the Edit Client page in the Web application.

Sending a Plan as a PDF Attachment via Email

1. Open the client plan you want to send as a PDF via email.
2. On the Planner menu bar, click File.
3. Click Send To.
4. Click Send As PDF Attachment.
5. If a message appears informing of the new enhanced print styles, click the Close icon (X) to close it.
6. On the Page Style dialog, select the options for the PDF file, then click OK to close the dialog.
7. On the Send dialog, select the options you want, and then click Send.
8. On the Attach As Adobe Acrobat File As dialog, you have option to change the file name or to accept the default file name. If you have not already saved the file, enter a name in the File name field. After specifying the file name, click Save. Your default email application opens and attaches the PDF file in a new email message, containing some standard text.
9. After you make any desired to changes to the email message, it is ready to be sent to a recipient.
10. The Planner presents a message asking if you also want to save a copy of the PDF file to the client’s Documents tab (on the Edit Client page). Click Yes to save a copy of the PDF file to the client’s Documents tab (or click No to close the message).