Record a dossier item for an e-mail message (read-only attachment)

If an e-mail message is saved directly to the dossier, you can send along an attachment.

The options are:

Personalised attachment, by using a document layout.
Personalised attachment as a read-only PDF file. The attachment can be opened but not changed. This can be done using the Generate read-only document option.
External file as an attachment, instead of a merge document.
Note:

Install the software you need to generate PDF files using READ ONLY (add-ins in Microsoft Word/Office or additional modules) by selecting the option Save as PDF/XPS in the Microsoft program. If you do not have this software installed, the Generate read-only document field is greyed out.

In addition, you must also satisfy all conditions described in the section E-mail outgoing mail.

To e-mail outgoing mail with a read-only PDF attachment:

Go to: the destination.
In the properties, check if a Work e-mail address has been entered. To be able to send an e-mail message, the person needs to have an e-mail address.
Click on the action: File item(s).
Click on: Next.
Select a dossier item type that can be used as an attachment.
Go to Contact and select the contact person if you are going to use a layout that is based on dossier and contact.
Click on: Next.
Enter the description.
Click on: Next.
If necessary, change the dossier data.
Click on: Next.
For Target, select the E-mail document and record in file option. (This option is only visible if the e-mail server has been set up.)
Click on: Next.
If necessary, go to Document in text and select the document layout for the text that is to appear in the e-mail message.
Go to Attached document and select the document layout that you want to merge into a personalised attachment or the document that you want to use as a regular attachment to the e-mail message.
Select the Generate read-only document check box.
Continue to record the dossier item for an e-mail in your usual way.

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