http://forums.method.me/cs/forums/13.aspxAsk technical support questions, how do I? Questions... Or anything else you want to know from the Method Team and other Method users.enCommunityServer 2007.1 SP2 (Build: 31113.47)http://forums.method.me/cs/forums/thread/15838.aspxMon, 04 Feb 2013 14:31:06 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:15838Method_Adam0http://forums.method.me/cs/forums/thread/15838.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=15838<p><span id="mce_0_start" style="overflow:hidden;">Hi Suzanne,</span></p> <p><span id="mce_0_start" style="overflow:hidden;"></span>You will have to edit the &quot;Save &amp;&nbsp;Email&quot; button of the screen to attach the estimate to the email. &nbsp;<span id="mce_16_start" style="overflow:hidden;">First you&#39;ll need to&nbsp;</span><span id="mce_1_start" style="overflow:hidden;"><span id="mce_6_start" style="overflow:hidden;">add the &#39;Generate Report&#39; action to the Save <span id="mce_11_start" style="overflow:hidden;">&amp;</span>&nbsp;Email button<span id="mce_13_start" style="overflow:hidden;"> before the Send Email action</span></span>. &nbsp;This will create a pdf of the estimate (s<span id="mce_7_start" style="overflow:hidden;"></span>ame as print preview) and save it as an Action Result. &nbsp;You w<span id="mce_4_start" style="overflow:hidden;">ill then need to edit the Send Email action in the button<span id="mce_8_start" style="overflow:hidden;"> to send the action result for the pdf as an attachment in the email.<span id="mce_12_start" style="overflow:hidden;"> &nbsp;</span></span></span></span></p> <p><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;"><span style="overflow:hidden;">- Adam</span></span></span></span></p>http://forums.method.me/cs/forums/thread/15824.aspxFri, 01 Feb 2013 17:24:42 GMT3393c1ec-311b-4812-96cb-ad8c611bba4f:15824SuzanneB0http://forums.method.me/cs/forums/thread/15824.aspxhttp://forums.method.me/cs/forums/commentrss.aspx?SectionID=13&PostID=15824<p>Hi, Maybe I&#39;m missing the obvious. &nbsp;I&#39;m trying to create some personalized email templates to u<span id="mce_0_start" style="overflow:hidden;"></span>se when we email customers their estimates.<span id="mce_1_start" style="overflow:hidden;"> It&#39;s simple enough to create a new template, but when I use it the recipient gets my email notification but no estimate is attached. &nbsp;Any thoughts?</span></p> <p><span id="mce_1_start" style="overflow:hidden;"></span>Thanks in advance for any help.</p> <p>Suzanne B.&nbsp;<span id="mce_3_start" style="overflow:hidden;"></span></p>