Software Needed:

POWER BROKER

MICROSOFT OUTLOOK 2000

PDFmail  

The integration between these 3 software programs will give you the capability of emailing letters, applications and many other such items to your clients internet emailing addresses. 

Disclaimer:
This integration has only been tested with Microsoft Outlook 2000. We recommend that the pdf Factory software demo be download and tested using  your own emailing system prior to purchasing this independent software program.  Power Broker is not responsible should the 3 programs not integrate successfully nor are we responsible for supporting the pdf Factory software program.

Here is an example of this integrated feature once PDFmail is downloaded and installed:

Broker ABC Insurance would like to email a Customer Statement letter to a client.

Please follow these steps:

1)  Customers
2)  Customers and Prospects
3)  Statement
4)  Input the appropriate dates to your specifications, then print.
5)  Once the Print option box opens, choose PDFmail in your printer selection field and click OK.




6)    A Microsoft Outlook email window will open.
7)  Type your clients address, subject and a special note to make your client aware of the attached letter.




8)  Click on your Microsoft Outlook "Send" button.

POWER BROKER will save the letter to your customers abeyance screen

POWER BROKER will NOT keep a recorded log that you emailed this client.

You could however create a form called "EMAILOUT" that will indicate that you sent a clients document using your emailing software.

Click here for further information from PDFmail


Tech tip:
It has been reported that printing a test page using your printer software once PDFmail has been installed may increase the chance of a successful working integration between the three software programs.