I wish to send a letter to my prospective client. By inputting
Email ID and Person Name and postal address able to send an email with PDF attachment.
I have one letter template in word.
How to do.
Thanks in Advance
An easy way to create a PDF is to use Google Docs. Open up a word document in Google docs and then simply export as PDF.
Great article about this here.
Related
The idea was to be able to, as soon as a receive a mail with a PDF attached, find a way in which the PDF can be downloaded and be searched for a specific keyword (for instance, see if my name is in it) and if my name is on any of the pages of the PDF, then send another mail notifying the user that there’s a pdf in which he has been named.
This is in order to avoid having to check dozens of mails daily and PDFs just to see if your name is in it or not.
I managed to do this using Zapier but I relied on PDFco’s API for the search, and it is payware, so I’m taking a different approach.
My question is more based on what library would make that search inside the PDF and would provide a Boolean value that said if the keyword exists or not.
Thank you!
I am trying to create a zap where if an email with a certain subject string is sent to me, it automatically saves the body as a file in a specific folder. I could do all of this but I need those files to be in PDF format. How do I go about this?
Last I looked a few months ago, I couldn't find a free convert to PDF function, but there are a few paid subscription apps that would create and return PDFs using the email body.
Search "pdf" on https://zapier.com/apps and you'll see a bunch of options.
If the email is in HTML you can pass the body_HTML field to Cloud Convert. Then use Capture a Website to convert it to a PDF. see screenshot
Users at our organization need to create word documents from templates. In the document there should be their name, their phone number and email address. Unfortunately in MS Word "user information" only contains the users name, initials and mailing address. So I can't use "normal fields", I think.
Until now, we used a autoexec() word macro / vba script that read the user's information (phone, email, Name) from local AD/LDAP when opening the template and replaced some placeholders in the document template. The user then saved this document as a copy. This solution worked quite well when everyone was working on a domain joined windows computer within the company network. Now people work via word online, iPads, from outside the company network and so on..
Of course one could generate the document via web app or powershell and do a search / replace but that would break the users known workflow. They are already "a bit challenged" by all the changes that came through the switch from good old mapped network drives to sharepoint online etc.
Therefore I'd like to find a solution that looks and works similarly to what they're used to.
Maybe an office add-in that offers templates in a pane with data prefilled from graph api would be an option. Thanks #Tiny-wa for the suggestion.
I really appreciate any hints. Thanks a lot in advance!
I have a program that generates a draft email with an attached letter for the user to send on to the client. Most clients don't want the letter as an attachment but want it in the body of the email.
Is it possible to create a button that runs some VBA that opens up the attachment of the draft email, copies the text and pastes it into the body of the email?
I searched for something similar but couldn't find anything.
Most clients don't want the letter as an attachment but want it in the body of the email.
VBA is not designed for distribution on multiple machines. If you really need to provide remote machines with a convenient way of handling incoming emails you need to develop a COM add-in instead. That is what they invented for! For example, you can do the job by creating a VSTO based add-in in Visual Studio, see Walkthrough: Create your first VSTO Add-in for Outlook for more information.
To read the attachment content you must save it to the hard disk first (see SaveAsFile). Then you can read the content of the file and paste the required information to the message body.
I dont know much about programming/developing. But I am facing a dilemma at my job. About each day I have to spend 20-30 minutes doing a manual repetitive task.
open email, copy text from email, outlook.
paste copied text into another app
Instead of doing this manually: opening each email, copy text and paste the text to the matching record into the other app I was hoping this could be all done automatically.
The email matches with the other app record based off two unique control numbers.
Looking at this site, I see this question asked
Automatically export specific emails to text file from Outlook
But I am hoping anyone could maybe provide what might be the best plans to do this: not the actual steps but what language(s) could I learn that would automate the process for me.
Outlook does not like macros/programs, other than its own macros, looking at its emails. It is possible to get around this dislike but doing so will not be easy. Since you are not experienced, I believe the only suitable programming language is Outlook VBA; that is, you must write a macro to export text within Outlook.
An Outlook email can carry a text body and or an html body and or a rtf body. I have never seen a rtf body but the capability is there within Outlook. If an email has both an html and a text body, the user will see the html body. In my experience, the text body will be little more than the html body with all the formatting removed. If the html body is fairly simple, this can still give a useful text body for a macro to play with. But if the html body uses tables, for example, the text body can be useless.
How will you identify the emails from which text is to be extracted? (1) You can select one or more emails and then call a macro to process the selected emails. (2) You can run a macro at intervals to run down the Inbox looking for particular emails and process those. (3) There are more advanced techniques but get either approach 1 or 2 working then research “Outlook events”. If technique 1 appeals, look at the answer below then research "Outlook explorer". If technique 2 appeals, look at the answer recommended below.
Questions about extracting parts of emails are not uncommon. The problem with answering them is the difficulty of getting the questioner to understand that seeing an image of an email tells us little about the html that created that image. The macro in the answer below was written partly for my own research and partly to help others see the text and html bodies of their emails so they can better understand the processing required to meet their objective.
The macro in the answer, creates an Excel workbook and writes to it selected properties of selected emails. As written, the macro outputs details of every email in Inbox but contains comments explaining how to restrict output to the emails of interest. Start with this macro which contains a lot of material that you will find useful even if you decide the Outlook Explorer technique better meets your needs.
https://stackoverflow.com/a/12146315/973283